+577.5%
APH vs PINS
-14.1%
+591.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.0% | +1.2% |
| 7D | +5.0% | -12.0% | +17.0% | +7.1% |
| 30D | -3.9% | -12.7% | +8.8% | -1.9% |
| 3M | +13.0% | -5.5% | +18.5% | +13.3% |
| 6M | +25.2% | +5.3% | +19.9% | +22.7% |
| YTD | +22.9% | -21.2% | +44.1% | +25.7% |
| 1Y | +47.8% | -45.0% | +92.9% | +59.5% |
| 3Y | +283.0% | -26.2% | +309.2% | +280.6% |
| 5Y | +349.7% | -64.0% | +413.6% | +374.4% |
| All | +577.5% | -14.1% | +591.6% | +400.2% |
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