-14.1%
PCOR vs TECH
-25.6%
+11.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +23.7% | -0.1% | +23.8% | +23.7% |
| 30D | +39.0% | +0.3% | +38.7% | +38.8% |
| 3M | +35.8% | +1.0% | +34.7% | +35.1% |
| 6M | +38.2% | +28.6% | +9.7% | +18.7% |
| YTD | +3.9% | +24.1% | -20.2% | -10.4% |
| 1Y | +5.7% | +21.9% | -16.2% | -8.6% |
| 3Y | +44.8% | +25.7% | +19.1% | +12.2% |
| 5Y | -19.8% | -40.2% | +20.4% | +0.4% |
| All | -14.1% | -25.6% | +11.5% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 all: compounded portfolio wealth divided by compounded TECH 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…
all analysis · Full analysis span regression · 6 months rolling