-11.8%
PCOR vs UUUU
+10.8%
-22.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.9% | +0.7% |
| 7D | +3.0% | -1.1% | +4.1% | +3.1% |
| 30D | +38.7% | -21.0% | +59.7% | +43.4% |
| 3M | +24.9% | -54.8% | +79.7% | +40.6% |
| 6M | +68.8% | -67.3% | +136.1% | +98.3% |
| YTD | +6.7% | -54.7% | +61.4% | +12.2% |
| 1Y | +3.0% | -57.4% | +60.4% | +8.9% |
| 3Y | +48.6% | -19.6% | +68.2% | +20.1% |
| 5Y | -12.7% | -40.0% | +27.4% | -34.3% |
| All | -11.8% | +10.8% | -22.6% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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