+48.6%
PCOR vs WPM
+214.5%
-165.9%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.5% |
| 7D | +3.0% | -3.6% | +6.6% | +3.4% |
| 30D | +38.7% | +1.4% | +37.2% | +37.9% |
| 3M | +24.9% | -0.2% | +25.0% | +24.0% |
| 6M | +68.8% | -7.3% | +76.1% | +68.3% |
| YTD | +6.7% | +12.3% | -5.6% | +3.2% |
| 1Y | +3.0% | +24.9% | -21.9% | -1.9% |
| 3Y | +48.6% | +210.4% | -161.7% | +2.5% |
| All | +48.6% | +214.5% | -165.9% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 3y: compounded portfolio wealth divided by compounded WPM 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…
3y analysis · Full analysis span regression · 6 months rolling