+42,231.2%
PGR vs TECH
+100,620.9%
-58,389.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.6% |
| 6M | +8.3% | +34.9% | -26.6% | +3.4% |
| YTD | +1.7% | +23.2% | -21.4% | -1.9% |
| 1Y | -6.8% | +36.3% | -43.2% | -11.6% |
| 3Y | +73.4% | +2.3% | +71.2% | +66.9% |
| 5Y | +161.2% | -42.9% | +204.1% | +167.3% |
| 10Y | +819.5% | +188.4% | +631.1% | +653.8% |
| All | +42,231.2% | +100,620.9% | -58,389.7% | +24,485.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling