+15.2%
PCOR vs AMRZ
-17.1%
+32.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | +0.1% |
| 7D | +20.7% | +0.2% | +20.5% | +20.8% |
| 30D | +35.7% | +16.2% | +19.5% | +33.3% |
| 3M | +31.1% | -8.9% | +40.0% | +32.4% |
| 6M | +43.1% | -20.1% | +63.3% | +46.3% |
| YTD | +4.8% | -21.3% | +26.1% | +6.5% |
| 1Y | -3.7% | -12.6% | +9.0% | -5.5% |
| All | +15.2% | -17.1% | +32.3% | +13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling