-11.8%
PCOR vs GEN
+29.1%
-40.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | -0.8% |
| 7D | +3.0% | +2.0% | +1.0% | +1.8% |
| 30D | +38.7% | +27.7% | +11.0% | +20.2% |
| 3M | +24.9% | +3.3% | +21.6% | +21.3% |
| 6M | +68.8% | +31.8% | +37.0% | +43.9% |
| YTD | +6.7% | +13.5% | -6.8% | -2.0% |
| 1Y | +3.0% | +16.0% | -13.0% | -6.5% |
| 3Y | +48.6% | +70.6% | -22.0% | +12.6% |
| 5Y | -12.7% | +32.1% | -44.8% | -31.8% |
| All | -11.8% | +29.1% | -40.9% | -30.8% |
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