+158.8%
PGR vs PAAS
+119.9%
+38.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.7% |
| 7D | -0.6% | -1.9% | +1.3% | -0.6% |
| 30D | +4.9% | -3.6% | +8.5% | +4.9% |
| 3M | +7.6% | +8.6% | -0.9% | +7.6% |
| 6M | +8.3% | -16.7% | +24.9% | +8.6% |
| YTD | +1.7% | -1.9% | +3.7% | +1.6% |
| 1Y | -6.8% | +38.0% | -44.9% | -7.9% |
| 3Y | +73.4% | +234.9% | -161.5% | +66.1% |
| All | +158.8% | +119.9% | +38.9% | +150.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 5y: compounded portfolio wealth divided by compounded PAAS 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…
5y analysis · Full analysis span regression · 6 months rolling