+5.7%
PCOR vs EXR
+27.1%
-21.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | +23.7% | +6.8% | +16.9% | +22.6% |
| 30D | +39.0% | +19.6% | +19.4% | +36.0% |
| 3M | +35.8% | +8.0% | +27.8% | +33.2% |
| 6M | +38.2% | +17.2% | +21.1% | +36.4% |
| YTD | +3.9% | +27.2% | -23.3% | +3.2% |
| 1Y | +5.7% | +26.1% | -20.4% | +5.4% |
| All | +5.7% | +27.1% | -21.4% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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