+48.9%
PCOR vs BEN
+56.2%
-7.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.9% | +4.9% | +2.8% |
| 7D | +23.7% | -0.4% | +24.1% | +24.2% |
| 30D | +39.0% | -0.7% | +39.7% | +39.7% |
| 3M | +35.8% | -6.8% | +42.6% | +41.0% |
| 6M | +38.2% | +7.9% | +30.3% | +31.2% |
| YTD | +3.9% | +39.6% | -35.6% | -16.3% |
| 1Y | +5.7% | +48.5% | -42.8% | -18.2% |
| All | +48.9% | +56.2% | -7.3% | +4.3% |
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