-41.4%
PCOR vs GEN
+24.6%
-66.0%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.1% | -3.0% |
| 7D | -9.0% | -1.2% | -7.8% | -8.3% |
| 30D | +4.2% | +10.1% | -6.0% | -1.5% |
| 3M | +14.4% | +16.1% | -1.7% | +5.1% |
| 6M | +0.2% | +38.9% | -38.7% | -17.1% |
| YTD | -20.3% | +14.4% | -34.7% | -26.5% |
| 1Y | -16.1% | +5.9% | -22.0% | -19.5% |
| 3Y | -14.7% | +58.8% | -73.5% | -33.1% |
| All | -41.4% | +24.6% | -66.0% | -52.5% |
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 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