-53.3%
BA vs PINS
-20.2%
-33.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +1.5% |
| 7D | +1.1% | -2.1% | +3.1% | +1.5% |
| 30D | -7.9% | -6.6% | -1.3% | -6.7% |
| 3M | -25.3% | -18.7% | -6.6% | -22.1% |
| 6M | -24.6% | -10.4% | -14.2% | -23.6% |
| YTD | -20.1% | -26.8% | +6.6% | -16.3% |
| 1Y | -11.8% | -27.9% | +16.1% | -7.3% |
| 3Y | -10.1% | -38.7% | +28.5% | -6.7% |
| 5Y | -22.7% | -59.0% | +36.2% | -18.0% |
| All | -53.3% | -20.2% | -33.1% | -71.2% |
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