+29.9%
ALL vs PCOR
-2.2%
+32.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.7% |
| 7D | 0.0% | +2.2% | -2.2% | -0.2% |
| 30D | +12.8% | +37.4% | -24.6% | +10.0% |
| 3M | +4.7% | +33.2% | -28.5% | +2.1% |
| 6M | +24.9% | +60.6% | -35.7% | +19.1% |
| YTD | +30.0% | +6.2% | +23.8% | +26.2% |
| 1Y | +29.9% | -1.1% | +31.0% | +25.9% |
| All | +29.9% | -2.2% | +32.2% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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