+811.9%
PGR vs SUI
+101.8%
+710.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -0.6% | -4.2% | +3.5% | +0.5% |
| 30D | +4.9% | -3.3% | +8.2% | +5.9% |
| 3M | +7.6% | -8.2% | +15.8% | +10.1% |
| 6M | +8.3% | -14.5% | +22.7% | +12.7% |
| YTD | +1.7% | -5.9% | +7.6% | +3.1% |
| 1Y | -6.8% | -9.7% | +2.9% | -4.6% |
| 3Y | +73.4% | +7.7% | +65.8% | +66.5% |
| 5Y | +161.2% | -31.9% | +193.1% | +184.4% |
| All | +811.9% | +101.8% | +710.1% | +672.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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