+10.2%
AGG vs PINS
-19.8%
+30.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.1% |
| 7D | -1.1% | -6.6% | +5.6% | -1.0% |
| 30D | -1.1% | -16.8% | +15.7% | -1.0% |
| 3M | -1.9% | -11.4% | +9.5% | -1.8% |
| 6M | -1.7% | -1.7% | 0.0% | -1.7% |
| YTD | -1.3% | -26.4% | +25.1% | -1.1% |
| 1Y | -0.7% | -45.5% | +44.8% | -0.2% |
| 3Y | +12.5% | -31.7% | +44.2% | +12.4% |
| 5Y | -2.5% | -64.9% | +62.4% | -2.3% |
| All | +10.2% | -19.8% | +30.0% | +6.9% |
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