+215.1%
SU vs PCOR
-19.6%
+234.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | -13.4% | +22.7% | -36.2% | -15.1% |
| 30D | +0.9% | +37.5% | -36.6% | -2.2% |
| 3M | +12.8% | +35.2% | -22.4% | +9.3% |
| 6M | +8.3% | +42.2% | -34.0% | +4.0% |
| YTD | +58.2% | +3.6% | +54.6% | +56.7% |
| 1Y | +67.1% | -4.8% | +71.9% | +67.2% |
| 3Y | +125.6% | +48.3% | +77.3% | +110.0% |
| All | +215.1% | -19.6% | +234.8% | +212.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling