+924.4%
ASX vs PINS
-19.7%
+944.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.5% | +8.1% | +8.5% |
| 7D | -12.3% | -6.2% | -6.1% | -11.1% |
| 30D | -26.0% | -10.9% | -15.1% | -24.3% |
| 3M | -8.1% | -19.5% | +11.4% | -4.7% |
| 6M | +1.4% | -10.4% | +11.8% | +2.2% |
| YTD | +115.6% | -26.4% | +141.9% | +123.4% |
| 1Y | +128.0% | -29.6% | +157.7% | +138.5% |
| 3Y | +371.4% | -39.0% | +410.4% | +390.2% |
| 5Y | +469.4% | -59.1% | +528.5% | +489.7% |
| All | +924.4% | -19.7% | +944.1% | +660.5% |
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