+6.9%
PCOR vs PTC
+0.1%
+6.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.7% | +0.6% | +19.1% | +19.4% |
| 7D | +21.8% | +0.1% | +21.7% | +21.8% |
| 30D | +39.5% | +1.5% | +38.0% | +38.5% |
| 3M | +35.2% | +37.8% | -2.5% | +11.1% |
| 6M | +21.7% | +41.2% | -19.5% | -2.9% |
| YTD | +3.9% | +12.0% | -8.1% | -10.1% |
| 1Y | +6.9% | +1.6% | +5.3% | -12.0% |
| All | +6.9% | +0.1% | +6.9% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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