+42,231.2%
PGR vs TROW
+13,984.0%
+28,247.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.8% | +1.0% |
| 7D | -0.6% | -3.2% | +2.6% | +0.3% |
| 30D | +4.9% | -4.6% | +9.5% | +6.4% |
| 3M | +7.6% | -0.7% | +8.3% | +7.5% |
| 6M | +8.3% | +22.2% | -14.0% | +1.4% |
| YTD | +1.7% | +6.6% | -4.9% | -1.1% |
| 1Y | -6.8% | +5.8% | -12.7% | -9.4% |
| 3Y | +73.4% | +11.6% | +61.8% | +62.0% |
| 5Y | +161.2% | -38.9% | +200.1% | +183.3% |
| 10Y | +819.5% | +128.5% | +690.9% | +544.1% |
| All | +42,231.2% | +13,984.0% | +28,247.1% | +12,999.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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