-4.8%
PCOR vs AMRZ
-14.7%
+10.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.5% | -0.1% |
| 7D | +22.7% | +1.2% | +21.5% | +22.7% |
| 30D | +37.5% | +15.1% | +22.4% | +36.1% |
| 3M | +35.2% | -18.1% | +53.3% | +36.4% |
| 6M | +42.2% | -23.5% | +65.7% | +43.7% |
| YTD | +3.6% | -21.6% | +25.2% | +3.9% |
| 1Y | -4.8% | -14.7% | +10.0% | -9.4% |
| All | -4.8% | -14.7% | +10.0% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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