-12.2%
PCOR vs TRMB
-25.5%
+13.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.5% |
| 7D | +2.2% | +4.1% | -1.9% | -0.9% |
| 30D | +37.4% | -7.0% | +44.4% | +38.2% |
| 3M | +33.2% | -0.9% | +34.1% | +27.2% |
| 6M | +60.6% | -1.2% | +61.8% | +54.0% |
| YTD | +6.2% | -28.7% | +34.9% | +33.9% |
| 1Y | -1.1% | -32.1% | +31.0% | +29.4% |
| 3Y | +48.4% | +33.4% | +15.0% | +10.6% |
| 5Y | -13.1% | -35.6% | +22.5% | +20.5% |
| All | -12.2% | -25.5% | +13.3% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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