+48.6%
PCOR vs AGI
+127.5%
-78.8%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | +3.0% | -10.1% | +13.2% | +4.2% |
| 30D | +38.7% | -6.5% | +45.2% | +39.1% |
| 3M | +24.9% | -12.8% | +37.7% | +25.8% |
| 6M | +68.8% | -34.3% | +103.1% | +73.3% |
| YTD | +6.7% | -25.6% | +32.3% | +8.0% |
| 1Y | +3.0% | -14.2% | +17.2% | +3.2% |
| 3Y | +48.6% | +127.3% | -78.7% | +25.0% |
| All | +48.6% | +127.5% | -78.8% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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