-20.6%
BA vs PINS
-58.8%
+38.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | 0.0% | -6.9% | +7.0% | +1.5% |
| 30D | -8.9% | -11.4% | +2.5% | -6.8% |
| 3M | -25.5% | -22.2% | -3.3% | -21.9% |
| 6M | -27.0% | -10.9% | -16.0% | -26.0% |
| YTD | -20.1% | -26.8% | +6.7% | -16.5% |
| 1Y | -11.0% | -29.8% | +18.8% | -6.1% |
| 3Y | -11.8% | -39.0% | +27.2% | -8.9% |
| 5Y | -20.6% | -58.7% | +38.0% | -10.6% |
| All | -20.6% | -58.8% | +38.2% | -10.6% |
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 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