+48.9%
PCOR vs A
+61.4%
-12.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.0% | +3.0% | +1.5% |
| 7D | +23.7% | -5.2% | +28.9% | +26.8% |
| 30D | +39.0% | +1.4% | +37.5% | +37.8% |
| 3M | +35.8% | +21.9% | +13.8% | +22.3% |
| 6M | +38.2% | +46.7% | -8.4% | +11.7% |
| YTD | +3.9% | +27.2% | -23.3% | -8.8% |
| 1Y | +5.7% | +17.9% | -12.2% | -2.9% |
| All | +48.9% | +61.4% | -12.6% | +14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 3y: compounded portfolio wealth divided by compounded A 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…
3y analysis · Full analysis span regression · 6 months rolling