+30,253.1%
PGR vs ZBRA
+8,909.5%
+21,343.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.2% | +0.4% |
| 7D | -0.6% | -3.4% | +2.8% | -0.1% |
| 30D | +4.9% | -7.4% | +12.3% | +6.1% |
| 3M | +7.6% | +57.5% | -49.9% | -0.5% |
| 6M | +8.3% | +64.0% | -55.7% | -1.1% |
| YTD | +1.7% | +44.3% | -42.6% | -5.5% |
| 1Y | -6.8% | +10.9% | -17.7% | -10.2% |
| 3Y | +73.4% | +37.5% | +35.9% | +56.6% |
| 5Y | +161.2% | -39.7% | +200.9% | +164.3% |
| 10Y | +819.5% | +429.9% | +389.6% | +517.0% |
| All | +30,253.1% | +8,909.5% | +21,343.6% | +12,590.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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