+1,702.5%
PGR vs PODD
+676.2%
+1,026.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +1.0% |
| 7D | -0.6% | -10.5% | +9.9% | +1.1% |
| 30D | +4.9% | -9.0% | +14.0% | +6.4% |
| 3M | +7.6% | -11.5% | +19.2% | +9.1% |
| 6M | +8.3% | -44.7% | +53.0% | +17.3% |
| YTD | +1.7% | -53.6% | +55.3% | +13.1% |
| 1Y | -6.8% | -61.0% | +54.1% | +6.0% |
| 3Y | +73.4% | -24.7% | +98.2% | +72.7% |
| 5Y | +161.2% | -55.5% | +216.7% | +174.8% |
| 10Y | +819.5% | +221.5% | +597.9% | +533.3% |
| All | +1,702.5% | +676.2% | +1,026.3% | +627.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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