-3.7%
PCOR vs BEN
+72.3%
-76.0%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.4% | -0.8% |
| 7D | +20.7% | +12.1% | +8.6% | +14.9% |
| 30D | +35.7% | +13.4% | +22.3% | +28.5% |
| 3M | +31.1% | +9.4% | +21.7% | +25.6% |
| 6M | +43.1% | +19.3% | +23.9% | +31.8% |
| YTD | +4.8% | +57.3% | -52.4% | -18.9% |
| 1Y | -3.7% | +69.1% | -72.8% | -30.0% |
| All | -3.7% | +72.3% | -76.0% | -30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling