+208.5%
AXP vs PINS
-19.5%
+228.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | -2.1% | -3.4% | +1.3% | -1.5% |
| 30D | +2.7% | -14.5% | +17.2% | +5.5% |
| 3M | -7.3% | -16.5% | +9.2% | -4.6% |
| 6M | +1.8% | -7.0% | +8.8% | +2.1% |
| YTD | -13.1% | -26.1% | +13.1% | -9.8% |
| 1Y | -13.7% | -30.0% | +16.3% | -9.7% |
| 3Y | +113.1% | -38.5% | +151.6% | +120.9% |
| 5Y | +85.9% | -58.4% | +144.3% | +93.5% |
| All | +208.5% | -19.5% | +228.0% | +96.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling