+200.4%
B vs PINS
-25.8%
+226.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -2.2% |
| 7D | -1.6% | -12.0% | +10.4% | -1.8% |
| 30D | +9.4% | -12.7% | +22.1% | +9.1% |
| 3M | +5.0% | -5.5% | +10.5% | +4.8% |
| 6M | -3.5% | +5.3% | -8.8% | -3.6% |
| YTD | +4.5% | -21.2% | +25.7% | +4.9% |
| 1Y | +67.8% | -45.0% | +112.8% | +69.0% |
| All | +200.4% | -25.8% | +226.2% | +200.0% |
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