+253.9%
B vs PINS
-19.0%
+272.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -1.7% |
| 7D | -2.7% | -9.4% | +6.7% | -2.1% |
| 30D | -4.3% | -10.2% | +5.9% | -3.7% |
| 3M | -2.3% | -19.0% | +16.7% | -1.1% |
| 6M | -16.2% | -7.4% | -8.9% | -16.2% |
| YTD | -8.8% | -25.7% | +16.9% | -7.7% |
| 1Y | +11.4% | -29.7% | +41.1% | +13.2% |
| 3Y | +174.3% | -38.1% | +212.4% | +175.4% |
| 5Y | +116.2% | -57.3% | +173.4% | +119.0% |
| All | +253.9% | -19.0% | +272.9% | +202.4% |
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