+13,406.2%
PGR vs RMD
+35,419.0%
-22,012.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -3.4% | -4.2% | +0.8% | -2.8% |
| 30D | +1.8% | -2.1% | +3.9% | +2.1% |
| 3M | +5.9% | +13.8% | -7.8% | +3.6% |
| 6M | +4.6% | -10.6% | +15.2% | +6.0% |
| YTD | +1.1% | -8.1% | +9.2% | +1.9% |
| 1Y | -6.6% | -18.0% | +11.4% | -4.2% |
| 3Y | +74.2% | +52.9% | +21.4% | +59.0% |
| 5Y | +159.5% | -22.3% | +181.8% | +160.3% |
| 10Y | +813.4% | +274.8% | +538.7% | +606.0% |
| All | +13,406.2% | +35,419.0% | -22,012.8% | +6,919.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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