+262.9%
ADI vs PINS
-23.0%
+285.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.2% | +9.8% | +2.4% |
| 7D | +2.6% | -13.9% | +16.5% | +5.7% |
| 30D | -4.6% | -25.0% | +20.4% | +1.0% |
| 3M | -9.5% | -16.6% | +7.1% | -6.8% |
| 6M | +14.8% | -7.0% | +21.8% | +14.6% |
| YTD | +35.8% | -29.4% | +65.2% | +42.5% |
| 1Y | +48.9% | -49.9% | +98.9% | +67.2% |
| 3Y | +115.6% | -33.6% | +149.2% | +118.9% |
| 5Y | +135.1% | -66.8% | +201.9% | +158.4% |
| All | +262.9% | -23.0% | +285.9% | +148.8% |
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 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