+247.7%
APH vs PINS
-36.3%
+284.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.7% | -2.6% | -8.5% |
| 7D | -12.7% | -0.7% | -12.1% | -12.6% |
| 30D | -19.2% | -1.2% | -18.0% | -19.1% |
| 3M | -16.7% | -15.3% | -1.4% | -15.3% |
| 6M | +5.1% | -11.2% | +16.3% | +5.8% |
| YTD | +6.6% | -23.6% | +30.1% | +9.5% |
| 1Y | +3.9% | -23.1% | +27.0% | +6.6% |
| All | +247.7% | -36.3% | +284.0% | +247.7% |
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