+8,746.5%
PWR vs PGR
+4,444.5%
+4,302.0%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.7% | +4.5% | +4.9% |
| 7D | +4.2% | -0.6% | +4.8% | +4.4% |
| 30D | -4.0% | +4.9% | -9.0% | -6.4% |
| 3M | -4.8% | +7.6% | -12.4% | -9.4% |
| 6M | +14.6% | +8.3% | +6.4% | +8.1% |
| YTD | +54.2% | +1.7% | +52.5% | +48.5% |
| 1Y | +67.1% | -6.8% | +74.0% | +66.4% |
| 3Y | +218.5% | +73.4% | +145.0% | +129.5% |
| 5Y | +466.3% | +161.2% | +305.1% | +224.2% |
| 10Y | +2,520.4% | +819.5% | +1,700.9% | +689.0% |
| All | +8,746.5% | +4,444.5% | +4,302.0% | +1,538.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling