+631.2%
AAPL vs PINS
-19.5%
+650.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | +3.1% | -3.4% | +6.5% | +3.8% |
| 30D | +4.0% | -14.5% | +18.5% | +7.1% |
| 3M | +17.4% | -16.5% | +33.9% | +21.1% |
| 6M | +20.5% | -7.0% | +27.5% | +20.7% |
| YTD | +30.9% | -26.1% | +57.0% | +36.1% |
| 1Y | +30.1% | -30.0% | +60.1% | +36.8% |
| 3Y | +92.7% | -38.5% | +131.2% | +98.4% |
| 5Y | +142.2% | -58.4% | +200.6% | +152.6% |
| All | +631.2% | -19.5% | +650.7% | +431.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 10y: compounded portfolio wealth divided by compounded PINS 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…
10y analysis · Full analysis span regression · 6 months rolling