+73.4%
PGR vs UUUU
+74.5%
-1.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +0.6% |
| 7D | -0.6% | -10.5% | +9.9% | -0.8% |
| 30D | +4.9% | -10.5% | +15.4% | +4.8% |
| 3M | +7.6% | -14.1% | +21.8% | +7.5% |
| 6M | +8.3% | -35.5% | +43.7% | +8.0% |
| YTD | +1.7% | -10.9% | +12.7% | +2.0% |
| 1Y | -6.8% | +3.4% | -10.2% | -6.0% |
| 3Y | +73.4% | +73.1% | +0.3% | +76.1% |
| All | +73.4% | +74.5% | -1.1% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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