+431.3%
ASX vs PCOR
-10.3%
+441.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.4% | +6.8% | +6.5% |
| 7D | -19.9% | +22.7% | -42.7% | -24.2% |
| 30D | -30.9% | +37.5% | -68.3% | -36.5% |
| 3M | -15.1% | +35.2% | -50.3% | -22.3% |
| 6M | -6.5% | +42.2% | -48.7% | -16.7% |
| YTD | +98.4% | +3.6% | +94.9% | +91.0% |
| 1Y | +107.9% | -4.8% | +112.6% | +105.5% |
| 3Y | +325.3% | +48.3% | +276.9% | +250.0% |
| 5Y | +447.3% | -20.1% | +467.4% | +377.3% |
| All | +431.3% | -10.3% | +441.7% | +366.4% |
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