+1,381.4%
BE vs PINS
-19.4%
+1,400.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.1% | -5.0% |
| 7D | +10.8% | +1.0% | +9.8% | +10.6% |
| 30D | -19.8% | -12.0% | -7.8% | -16.4% |
| 3M | -18.7% | -17.9% | -0.8% | -14.1% |
| 6M | -33.7% | -1.0% | -32.7% | -35.8% |
| YTD | +121.0% | -26.0% | +147.0% | +130.2% |
| 1Y | +85.4% | -28.5% | +113.9% | +95.2% |
| 3Y | +1,709.5% | -39.2% | +1,748.7% | +1,766.3% |
| 5Y | +462.2% | -58.3% | +520.5% | +506.0% |
| All | +1,381.4% | -19.4% | +1,400.8% | +660.5% |
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