+183.0%
BKR vs PINS
-19.8%
+202.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.8% |
| 7D | -7.0% | -6.6% | -0.4% | -6.3% |
| 30D | -8.1% | -16.8% | +8.7% | -6.1% |
| 3M | -6.6% | -11.4% | +4.8% | -5.6% |
| 6M | +0.9% | -1.7% | +2.6% | +0.2% |
| YTD | +31.1% | -26.4% | +57.5% | +34.6% |
| 1Y | +27.7% | -45.5% | +73.2% | +35.8% |
| 3Y | +71.2% | -31.7% | +103.0% | +71.5% |
| 5Y | +177.6% | -64.9% | +242.5% | +194.9% |
| All | +183.0% | -19.8% | +202.8% | +77.7% |
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