+133.5%
ADI vs PINS
-59.0%
+192.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.2% |
| 7D | -6.3% | -6.9% | +0.6% | -5.0% |
| 30D | -3.2% | -11.4% | +8.3% | -1.1% |
| 3M | +2.8% | -22.2% | +25.0% | +7.1% |
| 6M | -5.0% | -10.9% | +5.9% | -4.3% |
| YTD | +46.3% | -26.8% | +73.1% | +51.9% |
| 1Y | +71.6% | -29.8% | +101.5% | +79.8% |
| 3Y | +139.2% | -39.0% | +178.2% | +147.6% |
| All | +133.5% | -59.0% | +192.5% | +124.9% |
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 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