+6.9%
PCOR vs GEN
+20.2%
-13.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.7% | +4.0% | +15.7% | +17.2% |
| 7D | +21.8% | +26.9% | -5.0% | +4.9% |
| 30D | +39.5% | +38.6% | +0.9% | +12.9% |
| 3M | +35.2% | +9.7% | +25.5% | +28.1% |
| 6M | +21.7% | +58.9% | -37.2% | -11.2% |
| YTD | +3.9% | +15.3% | -11.4% | -4.7% |
| 1Y | +6.9% | +21.8% | -14.8% | -2.0% |
| All | +6.9% | +20.2% | -13.2% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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