+6.9%
PCOR vs AEIS
+6.2%
+0.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.7% | -11.1% | +30.8% | +17.6% |
| 7D | +21.8% | -12.7% | +34.5% | +19.5% |
| 30D | +39.5% | -28.8% | +68.4% | +33.1% |
| 3M | +35.2% | -38.0% | +73.2% | +27.2% |
| 6M | +21.7% | -45.3% | +67.0% | +15.4% |
| YTD | +3.9% | +1.1% | +2.8% | -0.7% |
| 1Y | +6.9% | +8.6% | -1.7% | +1.4% |
| All | +6.9% | +6.2% | +0.7% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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