+559.3%
AAPL vs PINS
-14.1%
+573.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.4% | -2.1% |
| 7D | +0.1% | -12.0% | +12.1% | +2.7% |
| 30D | +3.0% | -12.7% | +15.6% | +5.8% |
| 3M | +2.9% | -5.5% | +8.4% | +3.6% |
| 6M | +22.1% | +5.3% | +16.8% | +19.5% |
| YTD | +18.0% | -21.2% | +39.2% | +21.8% |
| 1Y | +33.9% | -45.0% | +79.0% | +47.9% |
| 3Y | +71.2% | -26.2% | +97.4% | +69.1% |
| 5Y | +112.6% | -64.0% | +176.6% | +129.2% |
| All | +559.3% | -14.1% | +573.4% | +375.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling