+13.9%
SMCI vs PCOR
+43.8%
-29.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.3% |
| 7D | -12.7% | +22.7% | -35.4% | -20.6% |
| 30D | -36.0% | +37.5% | -73.5% | -44.7% |
| 3M | -2.1% | +35.2% | -37.3% | -16.0% |
| 6M | -17.0% | +42.2% | -59.3% | -30.9% |
| YTD | -1.7% | +3.6% | -5.3% | -4.6% |
| 1Y | -28.7% | -4.8% | -24.0% | -26.6% |
| 3Y | +13.9% | +48.3% | -34.5% | -18.1% |
| All | +13.9% | +43.8% | -29.9% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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