+541.2%
APH vs PINS
-19.4%
+560.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | +4.9% | +1.0% | +3.9% | +4.7% |
| 30D | -5.4% | -12.0% | +6.6% | -3.6% |
| 3M | -5.5% | -17.9% | +12.4% | -2.9% |
| 6M | +25.9% | -1.0% | +26.9% | +24.5% |
| YTD | +16.4% | -26.0% | +42.4% | +19.7% |
| 1Y | +16.5% | -28.5% | +45.0% | +20.5% |
| 3Y | +270.9% | -39.2% | +310.0% | +281.1% |
| 5Y | +289.5% | -58.3% | +347.8% | +300.7% |
| All | +541.2% | -19.4% | +560.6% | +376.3% |
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 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