+48.3%
PCOR vs FND
-36.7%
+85.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | +0.1% | -0.2% |
| 7D | +22.7% | +7.7% | +15.0% | +20.1% |
| 30D | +37.5% | +11.9% | +25.6% | +32.6% |
| 3M | +35.2% | -14.6% | +49.8% | +41.2% |
| 6M | +42.2% | +0.5% | +41.8% | +39.7% |
| YTD | +3.6% | -15.8% | +19.4% | +6.6% |
| 1Y | -4.8% | -12.9% | +8.2% | -3.6% |
| 3Y | +48.3% | -34.2% | +82.5% | +35.9% |
| All | +48.3% | -36.7% | +85.1% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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