+755.1%
TEAM vs PGR
+853.3%
-98.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | -7.8% | -3.4% | -4.3% | -6.8% |
| 30D | +16.5% | +1.8% | +14.7% | +15.9% |
| 3M | +96.2% | +5.9% | +90.2% | +93.1% |
| 6M | +130.2% | +4.6% | +125.6% | +126.8% |
| YTD | +10.7% | +1.1% | +9.7% | +10.2% |
| 1Y | +3.0% | -6.6% | +9.6% | +4.6% |
| 3Y | -13.1% | +74.2% | -87.3% | -29.5% |
| 5Y | -52.7% | +159.5% | -212.2% | -68.3% |
| 10Y | +509.1% | +813.4% | -304.3% | +134.6% |
| All | +755.1% | +853.3% | -98.2% | +239.9% |
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