+0.2%
PCOR vs TROW
+19.9%
-19.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -3.8% |
| 7D | -9.0% | -1.3% | -7.6% | -8.4% |
| 30D | +4.2% | -4.5% | +8.7% | +6.3% |
| 3M | +14.4% | +3.9% | +10.6% | +9.7% |
| 6M | +0.2% | +22.6% | -22.4% | -15.6% |
| All | +0.2% | +19.9% | -19.8% | -15.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling