+12.8%
TEAM vs PGR
-6.1%
+18.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.2% | -0.4% | -1.9% |
| 7D | -0.4% | +0.1% | -0.6% | -0.5% |
| 30D | +67.3% | +2.9% | +64.4% | +65.2% |
| 3M | +86.8% | +12.1% | +74.7% | +83.2% |
| 6M | +146.8% | +3.7% | +143.1% | +145.2% |
| YTD | +16.9% | +2.4% | +14.6% | +16.3% |
| 1Y | +12.8% | -6.4% | +19.2% | +11.7% |
| All | +12.8% | -6.1% | +18.9% | +11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling