+9.7%
PWR vs PGR
+4.4%
+5.3%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.1% |
| 7D | -0.2% | -3.4% | +3.2% | -2.1% |
| 30D | -7.7% | +1.8% | -9.5% | -6.3% |
| 3M | -4.9% | +5.9% | -10.8% | -1.0% |
| 6M | +9.7% | +4.6% | +5.2% | +12.7% |
| All | +9.7% | +4.4% | +5.3% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 6mo: compounded portfolio wealth divided by compounded PGR 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…
6mo analysis · Full analysis span regression · 6 months rolling