+497.2%
ASX vs PCOR
-7.6%
+504.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.5% | -2.2% |
| 7D | +12.4% | +3.0% | +9.4% | +11.7% |
| 30D | -19.8% | +38.7% | -58.5% | -26.4% |
| 3M | -10.3% | +24.9% | -35.2% | -16.1% |
| 6M | +1.2% | +68.8% | -67.5% | -13.9% |
| YTD | +123.0% | +6.7% | +116.3% | +113.3% |
| 1Y | +145.4% | +3.0% | +142.4% | +137.3% |
| 3Y | +368.6% | +48.6% | +320.0% | +287.0% |
| 5Y | +486.0% | -12.7% | +498.7% | +403.7% |
| All | +497.2% | -7.6% | +504.8% | +420.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling