+811.9%
PGR vs SPXU
-99.6%
+911.4%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +0.2% |
| 7D | -0.6% | +2.5% | -3.1% | -0.1% |
| 30D | +4.9% | +4.2% | +0.8% | +5.8% |
| 3M | +7.6% | -9.3% | +16.9% | +5.7% |
| 6M | +8.3% | -30.7% | +39.0% | +1.0% |
| YTD | +1.7% | -28.1% | +29.9% | -4.2% |
| 1Y | -6.8% | -35.2% | +28.4% | -14.0% |
| 3Y | +73.4% | -79.9% | +153.4% | +30.4% |
| 5Y | +161.2% | -86.4% | +247.6% | +96.2% |
| All | +811.9% | -99.6% | +911.4% | +281.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling