+6.9%
PCOR vs TROW
+17.3%
-10.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.7% | +6.0% | +13.7% | +15.5% |
| 7D | +21.8% | +8.2% | +13.6% | +16.1% |
| 30D | +39.5% | +8.3% | +31.2% | +32.9% |
| 3M | +35.2% | -1.6% | +36.8% | +35.6% |
| 6M | +21.7% | +11.9% | +9.8% | +12.0% |
| YTD | +3.9% | +14.3% | -10.4% | -6.1% |
| 1Y | +6.9% | +17.0% | -10.1% | -4.8% |
| All | +6.9% | +17.3% | -10.3% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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