+30.7%
BMY vs PINS
-58.3%
+89.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | +0.1% |
| 7D | -2.0% | -9.4% | +7.4% | -1.7% |
| 30D | +9.3% | -10.2% | +19.5% | +9.6% |
| 3M | -0.1% | -19.0% | +19.0% | +0.6% |
| 6M | +15.5% | -7.4% | +22.8% | +15.6% |
| YTD | +21.8% | -25.7% | +47.5% | +22.9% |
| 1Y | +34.9% | -29.7% | +64.6% | +36.4% |
| 3Y | +43.2% | -38.1% | +81.3% | +43.6% |
| 5Y | +30.7% | -57.3% | +88.0% | +30.8% |
| All | +30.7% | -58.3% | +89.1% | +30.8% |
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