-16.0%
TEAM vs PGR
+75.0%
-91.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | 0.0% |
| 7D | -5.2% | -0.6% | -4.6% | -5.1% |
| 30D | +15.8% | +4.9% | +10.8% | +15.0% |
| 3M | +101.5% | +7.6% | +93.8% | +100.8% |
| 6M | +138.2% | +8.3% | +129.9% | +137.2% |
| YTD | +10.8% | +1.7% | +9.1% | +10.6% |
| 1Y | +1.7% | -6.8% | +8.5% | +1.6% |
| 3Y | -16.0% | +73.4% | -89.5% | -9.4% |
| All | -16.0% | +75.0% | -91.0% | -9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling