-0.7%
PCOR vs EQH
+27.9%
-28.6%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.4% |
| 7D | +2.5% | -0.5% | +3.0% | +2.6% |
| 30D | +37.9% | +4.4% | +33.5% | +35.5% |
| 3M | +32.0% | +8.8% | +23.2% | +27.6% |
| 6M | +54.7% | +38.1% | +16.6% | +34.1% |
| YTD | +6.6% | +19.7% | -13.1% | +1.1% |
| All | -0.7% | +27.9% | -28.6% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 1y: compounded portfolio wealth divided by compounded EQH 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…
1y analysis · Full analysis span regression · 6 months rolling