+213.8%
PGR vs OPEN
-72.1%
+285.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.6% | +0.3% |
| 7D | -2.7% | -2.9% | +0.3% | -2.6% |
| 30D | +0.7% | -13.8% | +14.5% | +0.8% |
| 3M | +7.7% | -30.9% | +38.6% | +8.0% |
| 6M | +4.3% | -40.9% | +45.3% | +4.6% |
| YTD | +0.7% | -48.5% | +49.3% | +1.2% |
| 1Y | -5.7% | -50.9% | +45.2% | -5.6% |
| 3Y | +73.7% | -20.6% | +94.3% | +70.6% |
| 5Y | +158.4% | -84.2% | +242.6% | +150.2% |
| All | +213.8% | -72.1% | +285.9% | +197.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 all: compounded portfolio wealth divided by compounded OPEN 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…
all analysis · Full analysis span regression · 6 months rolling