+48.3%
PCOR vs BEN
+63.5%
-15.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.7% | -5.1% | -3.0% |
| 7D | +22.7% | +6.6% | +16.1% | +18.6% |
| 30D | +37.5% | +3.8% | +33.6% | +34.6% |
| 3M | +35.2% | +0.2% | +35.0% | +34.7% |
| 6M | +42.2% | +10.4% | +31.8% | +33.3% |
| YTD | +3.6% | +46.2% | -42.6% | -18.8% |
| 1Y | -4.8% | +52.3% | -57.0% | -27.3% |
| 3Y | +48.3% | +65.9% | -17.6% | +1.2% |
| All | +48.3% | +63.5% | -15.2% | +1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling