-14.4%
PCOR vs SUI
-11.8%
-2.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | +0.5% |
| 7D | +22.7% | +6.2% | +16.5% | +19.0% |
| 30D | +37.5% | +8.6% | +28.9% | +31.4% |
| 3M | +35.2% | +1.0% | +34.2% | +34.4% |
| 6M | +42.2% | -2.6% | +44.8% | +43.6% |
| YTD | +3.6% | -0.1% | +3.7% | +2.5% |
| 1Y | -4.8% | +0.5% | -5.2% | -6.2% |
| 3Y | +48.3% | +15.3% | +33.1% | +27.7% |
| 5Y | -20.1% | -26.1% | +6.1% | -1.8% |
| All | -14.4% | -11.8% | -2.6% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling