+1,027.5%
ASX vs PINS
-19.0%
+1,046.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.5% | +5.1% | +6.3% |
| 7D | +0.8% | -9.4% | +10.2% | +3.0% |
| 30D | -20.4% | -10.2% | -10.2% | -18.8% |
| 3M | -2.1% | -19.0% | +16.9% | +1.4% |
| 6M | +8.2% | -7.4% | +15.6% | +8.4% |
| YTD | +137.3% | -25.7% | +163.0% | +145.6% |
| 1Y | +155.0% | -29.7% | +184.7% | +166.9% |
| 3Y | +397.9% | -38.1% | +436.0% | +416.4% |
| 5Y | +529.2% | -57.3% | +586.5% | +546.9% |
| All | +1,027.5% | -19.0% | +1,046.5% | +735.8% |
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