+48.9%
PCOR vs BUD
+51.6%
-2.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.1% |
| 7D | +23.7% | +7.1% | +16.5% | +23.4% |
| 30D | +39.0% | +12.7% | +26.3% | +38.8% |
| 3M | +35.8% | 0.0% | +35.7% | +34.9% |
| 6M | +38.2% | +7.6% | +30.7% | +38.1% |
| YTD | +3.9% | +35.0% | -31.1% | +2.1% |
| 1Y | +5.7% | +37.6% | -31.9% | +3.5% |
| All | +48.9% | +51.6% | -2.7% | +36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling