+32.8%
USB vs PCOR
+5.9%
+26.8%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -1.5% | +23.7% | -25.2% | -2.3% |
| 30D | +4.3% | +39.0% | -34.7% | +3.0% |
| 3M | -6.1% | +35.8% | -41.8% | -7.2% |
| 6M | +9.4% | +38.2% | -28.8% | +8.2% |
| YTD | +15.2% | +3.9% | +11.2% | +16.6% |
| 1Y | +32.8% | +5.7% | +27.1% | +33.6% |
| All | +32.8% | +5.9% | +26.8% | +33.6% |
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