+259.6%
B vs PINS
-20.2%
+279.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -6.1% |
| 7D | +7.1% | -6.9% | +14.1% | +7.6% |
| 30D | -3.3% | -11.4% | +8.1% | -2.6% |
| 3M | -2.5% | -22.2% | +19.7% | -1.1% |
| 6M | -7.2% | -10.9% | +3.7% | -7.0% |
| YTD | -7.4% | -26.8% | +19.5% | -6.1% |
| 1Y | +16.4% | -29.8% | +46.3% | +18.3% |
| 3Y | +178.7% | -39.0% | +217.7% | +180.1% |
| 5Y | +121.7% | -58.7% | +180.4% | +125.3% |
| All | +259.6% | -20.2% | +279.8% | +207.6% |
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