-4.8%
PCOR vs IBB
+35.8%
-40.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -1.0% |
| 7D | +22.7% | -1.8% | +24.6% | +23.5% |
| 30D | +37.5% | +5.1% | +32.4% | +35.5% |
| 3M | +35.2% | +10.7% | +24.5% | +31.7% |
| 6M | +42.2% | +22.9% | +19.3% | +37.2% |
| YTD | +3.6% | +26.7% | -23.1% | -1.9% |
| 1Y | -4.8% | +35.1% | -39.9% | -12.0% |
| All | -4.8% | +35.8% | -40.5% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling