+127.5%
C vs PINS
-20.2%
+147.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -0.4% | -6.9% | +6.6% | +1.0% |
| 30D | -5.2% | -11.4% | +6.3% | -3.2% |
| 3M | -9.1% | -22.2% | +13.2% | -5.2% |
| 6M | -1.6% | -10.9% | +9.3% | -0.7% |
| YTD | +6.9% | -26.8% | +33.8% | +11.1% |
| 1Y | +23.0% | -29.8% | +52.8% | +28.8% |
| 3Y | +216.1% | -39.0% | +255.2% | +228.7% |
| 5Y | +112.2% | -58.7% | +170.9% | +122.1% |
| All | +127.5% | -20.2% | +147.7% | +38.8% |
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 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