-9.3%
PCOR vs BEN
+28.2%
-37.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.2% |
| 7D | +3.0% | +6.8% | -3.7% | -1.5% |
| 30D | +38.7% | +18.0% | +20.7% | +24.2% |
| 3M | +24.9% | +7.5% | +17.4% | +18.5% |
| 6M | +68.8% | +14.7% | +54.1% | +52.4% |
| YTD | +6.7% | +56.1% | -49.4% | -23.3% |
| 1Y | +3.0% | +69.6% | -66.6% | -30.3% |
| 3Y | +48.6% | +87.7% | -39.1% | -10.7% |
| All | -9.3% | +28.2% | -37.5% | -26.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling