-13.1%
PCOR vs UUUU
+22.9%
-36.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +9.8% | -8.3% | -0.1% |
| 7D | +22.2% | -1.1% | +23.3% | +22.2% |
| 30D | +36.0% | -26.6% | +62.6% | +42.3% |
| 3M | +34.0% | -48.3% | +82.3% | +47.8% |
| 6M | +43.5% | -65.8% | +109.3% | +67.6% |
| YTD | +5.1% | -49.7% | +54.8% | +8.8% |
| 1Y | -3.9% | -53.3% | +49.3% | +0.1% |
| 3Y | +52.9% | -7.4% | +60.3% | +20.2% |
| 5Y | -18.7% | -33.4% | +14.7% | -39.8% |
| All | -13.1% | +22.9% | -36.0% | -38.9% |
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