+19.3%
PGR vs IBB
+42.2%
-22.9%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +2.7% |
| 7D | +4.1% | +2.2% | +1.8% | +4.3% |
| 30D | +10.4% | +6.3% | +4.1% | +11.2% |
| 3M | +11.4% | +16.3% | -4.9% | +13.5% |
| 6M | +17.9% | +30.0% | -12.1% | +22.7% |
| YTD | +9.8% | +31.1% | -21.4% | +14.2% |
| 1Y | +19.3% | +42.0% | -22.7% | +24.9% |
| All | +19.3% | +42.2% | -22.9% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling