+215.4%
AXP vs PINS
-14.1%
+229.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.0% | -0.7% |
| 7D | -2.1% | -12.0% | +9.9% | +0.2% |
| 30D | -6.5% | -12.7% | +6.1% | -4.3% |
| 3M | +4.6% | -5.5% | +10.2% | +5.2% |
| 6M | +5.4% | +5.3% | +0.2% | +3.4% |
| YTD | -11.1% | -21.2% | +10.1% | -8.6% |
| 1Y | -0.3% | -45.0% | +44.7% | +8.7% |
| 3Y | +111.6% | -26.2% | +137.8% | +112.0% |
| 5Y | +117.6% | -64.0% | +181.5% | +131.5% |
| All | +215.4% | -14.1% | +229.5% | +99.6% |
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 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