+337.4%
ABBV vs PINS
-23.0%
+360.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -9.2% | +10.1% | +1.3% |
| 7D | -4.1% | -13.9% | +9.7% | -3.5% |
| 30D | +1.2% | -25.0% | +26.2% | +2.5% |
| 3M | +12.1% | -16.6% | +28.7% | +12.8% |
| 6M | +12.0% | -7.0% | +19.0% | +12.0% |
| YTD | +12.4% | -29.4% | +41.8% | +13.8% |
| 1Y | +22.9% | -49.9% | +72.9% | +26.4% |
| 3Y | +86.8% | -33.6% | +120.4% | +86.6% |
| 5Y | +181.0% | -66.8% | +247.9% | +190.2% |
| All | +337.4% | -23.0% | +360.4% | +255.9% |
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