-12.2%
PCOR vs BEN
+40.0%
-52.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.4% |
| 7D | +2.2% | +11.3% | -9.2% | -4.6% |
| 30D | +37.4% | +15.0% | +22.4% | +26.1% |
| 3M | +33.2% | +7.8% | +25.4% | +26.7% |
| 6M | +60.6% | +15.5% | +45.1% | +45.6% |
| YTD | +6.2% | +55.4% | -49.2% | -21.2% |
| 1Y | -1.1% | +63.3% | -64.3% | -28.9% |
| 3Y | +48.4% | +83.4% | -35.0% | -4.2% |
| 5Y | -13.1% | +28.1% | -41.2% | -35.8% |
| All | -12.2% | +40.0% | -52.2% | -38.5% |
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