+325.3%
ASX vs PINS
-38.9%
+364.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.2% | +10.6% | +7.1% |
| 7D | -19.9% | -2.1% | -17.9% | -19.4% |
| 30D | -30.9% | -6.6% | -24.2% | -30.0% |
| 3M | -15.1% | -18.7% | +3.6% | -12.3% |
| 6M | -6.5% | -10.4% | +3.9% | -5.7% |
| YTD | +98.4% | -26.8% | +125.2% | +108.2% |
| 1Y | +107.9% | -27.9% | +135.7% | +118.8% |
| 3Y | +325.3% | -38.7% | +364.0% | +312.4% |
| All | +325.3% | -38.9% | +364.2% | +312.4% |
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