+1,251.0%
BE vs PINS
-63.8%
+1,314.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.3% | +10.9% | +10.0% |
| 7D | +29.8% | -5.2% | +35.0% | +31.5% |
| 30D | +26.4% | -14.9% | +41.3% | +31.6% |
| 3M | +9.3% | -8.4% | +17.7% | +10.0% |
| 6M | +105.1% | +0.6% | +104.4% | +98.0% |
| YTD | +219.0% | -22.2% | +241.3% | +228.7% |
| 1Y | +418.8% | -46.9% | +465.7% | +499.1% |
| 3Y | +1,784.6% | -26.9% | +1,811.5% | +1,689.3% |
| 5Y | +1,251.0% | -63.0% | +1,314.0% | +781.9% |
| All | +1,251.0% | -63.8% | +1,314.8% | +781.9% |
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