+487.2%
APH vs PINS
-16.7%
+503.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.7% | -2.6% | -8.3% |
| 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% | -14.9% |
| 6M | +5.1% | -11.2% | +16.3% | +5.9% |
| YTD | +6.6% | -23.6% | +30.1% | +9.1% |
| 1Y | +3.9% | -23.1% | +27.0% | +6.2% |
| 3Y | +246.0% | -36.0% | +282.1% | +252.8% |
| 5Y | +268.0% | -57.2% | +325.2% | +277.1% |
| All | +487.2% | -16.7% | +503.9% | +334.1% |
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