-22.1%
BA vs PINS
-58.9%
+36.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +1.4% |
| 7D | +1.1% | -2.1% | +3.1% | +1.5% |
| 30D | -7.9% | -6.6% | -1.3% | -6.8% |
| 3M | -25.3% | -18.7% | -6.6% | -22.4% |
| 6M | -24.6% | -10.4% | -14.2% | -23.7% |
| YTD | -20.1% | -26.8% | +6.6% | -16.5% |
| 1Y | -11.8% | -27.9% | +16.1% | -7.5% |
| 3Y | -10.1% | -38.7% | +28.5% | -7.2% |
| All | -22.1% | -58.9% | +36.8% | -11.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling