-71.0%
PGEN price history and return analytics
+287.0%
-358.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.7% | +1.0% |
| 7D | -3.5% | -1.1% | -2.4% | -1.6% |
| 30D | 0.0% | -1.0% | +1.0% | +1.6% |
| 3M | +51.2% | +3.2% | +48.1% | +43.1% |
| 6M | +100.3% | +12.5% | +87.8% | +62.6% |
| YTD | +63.9% | +14.1% | +49.8% | +30.2% |
| 1Y | +65.5% | +18.9% | +46.6% | +22.1% |
| 3Y | +330.8% | +74.1% | +256.7% | +71.6% |
| 5Y | +10.8% | +66.9% | -56.0% | -48.9% |
| 10Y | -72.8% | +228.3% | -301.1% | -95.5% |
| All | -71.0% | +287.0% | -358.0% | -96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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