+843.0%
ASX vs PINS
-20.2%
+863.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -4.2% | +10.6% | +7.2% |
| 7D | -19.9% | -2.1% | -17.9% | -19.5% |
| 30D | -30.9% | -6.6% | -24.2% | -30.0% |
| 3M | -15.1% | -18.7% | +3.6% | -12.1% |
| 6M | -6.5% | -10.4% | +3.9% | -5.8% |
| YTD | +98.4% | -26.8% | +125.2% | +105.9% |
| 1Y | +107.9% | -27.9% | +135.7% | +116.2% |
| 3Y | +325.3% | -38.7% | +364.0% | +341.7% |
| 5Y | +447.3% | -59.0% | +506.3% | +466.5% |
| All | +843.0% | -20.2% | +863.1% | +600.8% |
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 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