-9.3%
PCOR vs QID
-76.9%
+67.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | +2.0% |
| 7D | +3.0% | -7.1% | +10.2% | -1.0% |
| 30D | +38.7% | +12.6% | +26.0% | +49.7% |
| 3M | +24.9% | +14.2% | +10.6% | +36.5% |
| 6M | +68.8% | +6.2% | +62.6% | +78.1% |
| YTD | +6.7% | -21.8% | +28.5% | -6.0% |
| 1Y | +3.0% | -23.1% | +26.1% | -9.9% |
| 3Y | +48.6% | -71.3% | +119.9% | -20.3% |
| All | -9.3% | -76.9% | +67.6% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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