+392.6%
ASX vs PINS
-25.8%
+418.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.6% |
| 7D | -0.7% | -12.0% | +11.3% | +1.5% |
| 30D | +2.0% | -12.7% | +14.7% | +4.3% |
| 3M | -1.3% | -5.5% | +4.2% | -0.9% |
| 6M | +71.4% | +5.3% | +66.2% | +67.6% |
| YTD | +135.3% | -21.2% | +156.5% | +143.8% |
| 1Y | +267.5% | -45.0% | +312.5% | +311.0% |
| All | +392.6% | -25.8% | +418.5% | +398.0% |
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