+2,864.5%
V vs PGR
+2,186.9%
+677.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | -2.9% | -2.7% | -0.3% | -1.7% |
| 30D | +1.9% | +0.7% | +1.1% | +1.4% |
| 3M | +13.2% | +7.7% | +5.5% | +8.6% |
| 6M | +16.7% | +4.3% | +12.4% | +13.3% |
| YTD | +5.4% | +0.7% | +4.6% | +3.8% |
| 1Y | +7.7% | -5.7% | +13.3% | +9.0% |
| 3Y | +52.0% | +73.7% | -21.7% | +12.4% |
| 5Y | +67.7% | +158.4% | -90.7% | -2.5% |
| 10Y | +384.8% | +810.5% | -425.8% | +40.0% |
| All | +2,864.5% | +2,186.9% | +677.6% | +442.6% |
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