+73.4%
PGR vs MUB
+7.9%
+65.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.2% | +0.7% |
| 7D | -0.6% | -0.8% | +0.2% | -0.6% |
| 30D | +4.9% | -2.4% | +7.3% | +5.0% |
| 3M | +7.6% | -2.8% | +10.5% | +7.7% |
| 6M | +8.3% | -2.2% | +10.5% | +8.4% |
| YTD | +1.7% | -1.6% | +3.3% | +1.8% |
| 1Y | -6.8% | 0.0% | -6.9% | -6.9% |
| 3Y | +73.4% | +7.9% | +65.6% | +81.2% |
| All | +73.4% | +7.9% | +65.5% | +81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 3y: compounded portfolio wealth divided by compounded MUB 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…
3y analysis · Full analysis span regression · 6 months rolling