+23.6%
WMT vs PCOR
-4.6%
+28.2%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +0.6% | +20.7% | -20.2% | +0.8% |
| 30D | +12.8% | +35.7% | -22.9% | +13.6% |
| 3M | +11.7% | +31.1% | -19.3% | +12.4% |
| 6M | -3.5% | +43.1% | -46.6% | -3.1% |
| YTD | +13.4% | +4.8% | +8.6% | +11.6% |
| 1Y | +23.6% | -3.7% | +27.3% | +19.9% |
| All | +23.6% | -4.6% | +28.2% | +19.9% |
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