+109.8%
AAPL vs PINS
-66.4%
+176.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.2% | +9.0% | +1.4% |
| 7D | -3.0% | -13.9% | +10.9% | -0.3% |
| 30D | +2.3% | -25.0% | +27.3% | +7.7% |
| 3M | +8.6% | -16.6% | +25.2% | +11.8% |
| 6M | +21.6% | -7.0% | +28.5% | +22.0% |
| YTD | +16.3% | -29.4% | +45.7% | +22.0% |
| 1Y | +35.1% | -49.9% | +85.0% | +50.3% |
| 3Y | +79.4% | -33.6% | +113.0% | +80.1% |
| 5Y | +109.8% | -66.8% | +176.7% | +107.8% |
| All | +109.8% | -66.4% | +176.2% | +107.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling