+73.4%
PGR vs TECH
+1.2%
+72.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -0.6% | -0.4% | -0.2% | -0.6% |
| 30D | +4.9% | 0.0% | +5.0% | +4.9% |
| 3M | +7.6% | +33.7% | -26.0% | +8.2% |
| 6M | +8.3% | +34.9% | -26.6% | +8.8% |
| YTD | +1.7% | +23.2% | -21.4% | +2.2% |
| 1Y | -6.8% | +36.3% | -43.2% | -6.4% |
| 3Y | +73.4% | +2.3% | +71.2% | +80.6% |
| All | +73.4% | +1.2% | +72.2% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 3y: compounded portfolio wealth divided by compounded TECH 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…
3y analysis · Full analysis span regression · 6 months rolling