+6.9%
PCOR vs NVS
+37.6%
-30.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.7% | +3.6% | +16.1% | +19.3% |
| 7D | +21.8% | +5.7% | +16.1% | +21.5% |
| 30D | +39.5% | +17.1% | +22.5% | +39.2% |
| 3M | +35.2% | +7.6% | +27.6% | +35.4% |
| 6M | +21.7% | +14.1% | +7.7% | +22.8% |
| YTD | +3.9% | +23.3% | -19.4% | 0.0% |
| 1Y | +6.9% | +36.0% | -29.0% | -1.2% |
| All | +6.9% | +37.6% | -30.7% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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