+32.9%
URI vs PCOR
+4.0%
+28.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +19.7% | -24.0% | -3.2% |
| 7D | -4.3% | +21.8% | -26.2% | -3.1% |
| 30D | +4.6% | +39.5% | -34.9% | +6.6% |
| 3M | -2.1% | +35.2% | -37.4% | -0.3% |
| 6M | +21.9% | +21.7% | +0.2% | +25.9% |
| YTD | +39.7% | +3.9% | +35.8% | +52.9% |
| 1Y | +32.9% | +6.9% | +25.9% | +44.0% |
| All | +32.9% | +4.0% | +28.8% | +44.0% |
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