+0.4%
BX vs PINS
-58.8%
+59.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | +0.6% | +1.0% | -0.4% | +0.3% |
| 30D | +14.2% | -12.0% | +26.2% | +18.2% |
| 3M | -18.7% | -17.9% | -0.9% | -14.7% |
| 6M | +2.5% | -1.0% | +3.5% | +1.2% |
| YTD | -18.8% | -26.0% | +7.2% | -14.1% |
| 1Y | -10.3% | -28.5% | +18.2% | -4.3% |
| 3Y | +35.4% | -39.2% | +74.6% | +42.4% |
| All | +0.4% | -58.8% | +59.2% | -0.8% |
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