+48.9%
PCOR vs GEN
+84.3%
-35.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.6% |
| 7D | +23.7% | +8.5% | +15.2% | +18.1% |
| 30D | +39.0% | +34.2% | +4.8% | +15.0% |
| 3M | +35.8% | +10.0% | +25.8% | +26.9% |
| 6M | +38.2% | +56.8% | -18.5% | +2.6% |
| YTD | +3.9% | +14.2% | -10.3% | -5.6% |
| 1Y | +5.7% | +20.8% | -15.1% | -7.4% |
| All | +48.9% | +84.3% | -35.4% | +2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling