+52.9%
PCOR vs A
+67.3%
-14.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.1% | -1.6% | 0.0% |
| 7D | +22.2% | +4.8% | +17.4% | +19.5% |
| 30D | +36.0% | +5.6% | +30.4% | +32.3% |
| 3M | +34.0% | +23.6% | +10.4% | +20.2% |
| 6M | +43.5% | +56.4% | -12.9% | +12.6% |
| YTD | +5.1% | +33.4% | -28.3% | -9.7% |
| 1Y | -3.9% | +23.7% | -27.6% | -13.7% |
| 3Y | +52.9% | +71.0% | -18.1% | +21.1% |
| All | +52.9% | +67.3% | -14.4% | +21.1% |
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