+283.0%
B vs PINS
-19.7%
+302.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.7% | +4.2% |
| 7D | +11.3% | -6.2% | +17.5% | +11.8% |
| 30D | +2.9% | -10.9% | +13.9% | +3.7% |
| 3M | -2.9% | -19.5% | +16.7% | -1.7% |
| 6M | -1.2% | -10.4% | +9.2% | -1.0% |
| YTD | -1.3% | -26.4% | +25.0% | -0.1% |
| 1Y | +30.4% | -29.6% | +60.1% | +32.5% |
| 3Y | +195.3% | -39.0% | +234.3% | +196.8% |
| 5Y | +146.2% | -59.1% | +205.3% | +150.5% |
| All | +283.0% | -19.7% | +302.7% | +227.5% |
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