+26.8%
AZN vs PINS
-30.9%
+57.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | +0.3% |
| 7D | -1.6% | -6.6% | +5.1% | -1.3% |
| 30D | +1.1% | -16.8% | +17.9% | +1.7% |
| 3M | -12.1% | -11.4% | -0.7% | -11.9% |
| 6M | -17.1% | -1.7% | -15.4% | -17.4% |
| YTD | -12.0% | -26.4% | +14.4% | -10.7% |
| 1Y | -0.2% | -45.5% | +45.3% | +3.0% |
| 3Y | +26.8% | -31.7% | +58.5% | +25.8% |
| All | +26.8% | -30.9% | +57.7% | +25.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling