-13.1%
PCOR vs BEN
+40.0%
-53.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.3% | -4.8% | -2.4% |
| 7D | +22.2% | +12.2% | +10.0% | +13.9% |
| 30D | +36.0% | +12.1% | +23.9% | +26.8% |
| 3M | +34.0% | +7.3% | +26.7% | +27.9% |
| 6M | +43.5% | +17.9% | +25.6% | +28.3% |
| YTD | +5.1% | +55.4% | -50.3% | -22.0% |
| 1Y | -3.9% | +69.3% | -73.3% | -32.6% |
| 3Y | +52.9% | +82.8% | -29.9% | -1.1% |
| 5Y | -18.7% | +28.8% | -47.4% | -39.9% |
| All | -13.1% | +40.0% | -53.1% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling