+114.5%
ADI vs PINS
-28.3%
+142.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.5% | +0.5% |
| 7D | +2.4% | -5.2% | +7.7% | +3.3% |
| 30D | -6.6% | -14.9% | +8.4% | -4.3% |
| 3M | -9.8% | -8.4% | -1.4% | -9.0% |
| 6M | +15.7% | +0.6% | +15.0% | +14.1% |
| YTD | +35.1% | -22.2% | +57.3% | +40.0% |
| 1Y | +47.7% | -46.9% | +94.6% | +66.0% |
| 3Y | +114.5% | -26.9% | +141.4% | +120.3% |
| All | +114.5% | -28.3% | +142.7% | +120.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling