+511.4%
APH vs PINS
-20.2%
+531.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -4.2% | +8.3% | +4.8% |
| 7D | -5.9% | -2.1% | -3.9% | -5.7% |
| 30D | -14.8% | -6.6% | -8.2% | -14.0% |
| 3M | -12.4% | -18.7% | +6.3% | -10.0% |
| 6M | +8.1% | -10.4% | +18.5% | +8.7% |
| YTD | +10.9% | -26.8% | +37.7% | +14.3% |
| 1Y | +8.8% | -27.9% | +36.6% | +12.3% |
| 3Y | +262.1% | -38.7% | +300.7% | +271.5% |
| 5Y | +283.1% | -59.0% | +342.1% | +295.2% |
| All | +511.4% | -20.2% | +531.6% | +354.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling