+415.3%
ASX vs PINS
-58.9%
+474.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.2% | +10.6% | +7.3% |
| 7D | -19.9% | -2.1% | -17.9% | -19.4% |
| 30D | -30.9% | -6.6% | -24.2% | -29.9% |
| 3M | -15.1% | -18.7% | +3.6% | -11.8% |
| 6M | -6.5% | -10.4% | +3.9% | -5.7% |
| YTD | +98.4% | -26.8% | +125.2% | +107.3% |
| 1Y | +107.9% | -27.9% | +135.7% | +117.8% |
| 3Y | +325.3% | -38.7% | +364.0% | +341.7% |
| All | +415.3% | -58.9% | +474.3% | +356.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling