+1,516.3%
BE vs PINS
-19.0%
+1,535.3%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +1.5% | +11.5% | +12.5% |
| 7D | +4.5% | -9.4% | +13.9% | +8.2% |
| 30D | -20.1% | -10.2% | -9.9% | -17.3% |
| 3M | -0.8% | -19.0% | +18.2% | +5.2% |
| 6M | -26.2% | -7.4% | -18.9% | -27.0% |
| YTD | +141.1% | -25.7% | +166.8% | +150.8% |
| 1Y | +64.8% | -29.7% | +94.6% | +75.0% |
| 3Y | +1,887.4% | -38.1% | +1,925.5% | +1,935.9% |
| 5Y | +518.1% | -57.3% | +575.4% | +560.6% |
| All | +1,516.3% | -19.0% | +1,535.3% | +728.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling