-20.1%
PCOR vs GEN
+32.5%
-52.6%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.3% | +1.1% |
| 7D | +22.7% | +2.3% | +20.5% | +21.6% |
| 30D | +37.5% | +33.1% | +4.4% | +16.2% |
| 3M | +35.2% | +6.5% | +28.7% | +29.1% |
| 6M | +42.2% | +53.8% | -11.6% | +10.1% |
| YTD | +3.6% | +11.2% | -7.7% | -3.9% |
| 1Y | -4.8% | +19.4% | -24.1% | -14.9% |
| 3Y | +48.3% | +81.0% | -32.7% | +9.0% |
| All | -20.1% | +32.5% | -52.6% | -39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling