-14.4%
PCOR vs BUD
+20.3%
-34.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | 0.0% |
| 7D | +22.7% | +4.5% | +18.3% | +21.5% |
| 30D | +37.5% | +12.5% | +24.9% | +33.7% |
| 3M | +35.2% | 0.0% | +35.2% | +35.1% |
| 6M | +42.2% | +3.8% | +38.4% | +40.7% |
| YTD | +3.6% | +33.1% | -29.5% | -5.8% |
| 1Y | -4.8% | +35.5% | -40.3% | -14.0% |
| 3Y | +48.3% | +49.4% | -1.1% | +25.9% |
| 5Y | -20.1% | +48.0% | -68.1% | -35.2% |
| All | -14.4% | +20.3% | -34.7% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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