+34.9%
BMY vs PINS
-28.7%
+63.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | +0.2% |
| 7D | -2.0% | -9.4% | +7.4% | -2.0% |
| 30D | +9.3% | -10.2% | +19.5% | +9.3% |
| 3M | -0.1% | -19.0% | +19.0% | 0.0% |
| 6M | +15.5% | -7.4% | +22.8% | +16.5% |
| YTD | +21.8% | -25.7% | +47.5% | +28.7% |
| 1Y | +34.9% | -29.7% | +64.6% | +43.9% |
| All | +34.9% | -28.7% | +63.5% | +43.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling