+170.8%
ABBV vs PINS
-63.8%
+234.7%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -3.0% |
| 7D | -4.3% | -5.2% | +0.9% | -4.3% |
| 30D | +1.1% | -14.9% | +16.1% | +1.2% |
| 3M | +12.3% | -8.4% | +20.7% | +12.3% |
| 6M | +9.8% | +0.6% | +9.1% | +9.7% |
| YTD | +11.5% | -22.2% | +33.7% | +11.8% |
| 1Y | +22.3% | -46.9% | +69.2% | +23.1% |
| 3Y | +85.2% | -26.9% | +112.1% | +85.3% |
| 5Y | +170.8% | -63.0% | +233.8% | +168.3% |
| All | +170.8% | -63.8% | +234.7% | +168.3% |
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