-13.3%
PCOR vs GEN
+27.4%
-40.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.7% |
| 7D | +20.7% | +1.0% | +19.7% | +20.4% |
| 30D | +35.7% | +29.1% | +6.6% | +16.9% |
| 3M | +31.1% | +2.9% | +28.1% | +27.7% |
| 6M | +43.1% | +33.6% | +9.5% | +21.0% |
| YTD | +4.8% | +12.0% | -7.2% | -3.0% |
| 1Y | -3.7% | +16.2% | -19.8% | -12.6% |
| 3Y | +46.5% | +65.1% | -18.5% | +12.9% |
| 5Y | -17.3% | +33.3% | -50.6% | -35.5% |
| All | -13.3% | +27.4% | -40.7% | -31.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling