+1,018.3%
ASX vs PINS
-14.1%
+1,032.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.6% |
| 7D | -0.7% | -12.0% | +11.3% | +1.7% |
| 30D | +2.0% | -12.7% | +14.7% | +4.5% |
| 3M | -1.3% | -5.5% | +4.2% | -1.0% |
| 6M | +71.4% | +5.3% | +66.2% | +67.7% |
| YTD | +135.3% | -21.2% | +156.5% | +141.7% |
| 1Y | +267.5% | -45.0% | +312.5% | +302.5% |
| 3Y | +388.5% | -26.2% | +414.7% | +388.8% |
| 5Y | +417.1% | -64.0% | +481.0% | +445.2% |
| All | +1,018.3% | -14.1% | +1,032.4% | +722.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling