+30.6%
UPS vs PCOR
+4.0%
+26.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +19.7% | -15.0% | +3.8% |
| 7D | +8.2% | +21.8% | -13.6% | +7.3% |
| 30D | +22.7% | +39.5% | -16.8% | +21.4% |
| 3M | +6.4% | +35.2% | -28.8% | +5.3% |
| 6M | +22.6% | +21.7% | +0.9% | +20.9% |
| YTD | +20.7% | +3.9% | +16.8% | +21.2% |
| 1Y | +30.6% | +6.9% | +23.7% | +30.2% |
| All | +30.6% | +4.0% | +26.6% | +30.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling