+131.1%
C vs PINS
-19.0%
+150.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | +0.1% | +1.3% |
| 7D | -0.4% | -9.4% | +9.0% | +1.5% |
| 30D | -5.3% | -10.2% | +4.9% | -3.6% |
| 3M | -8.0% | -19.0% | +11.0% | -4.8% |
| 6M | -0.3% | -7.4% | +7.1% | -0.1% |
| YTD | +8.6% | -25.7% | +34.4% | +12.6% |
| 1Y | +25.8% | -29.7% | +55.5% | +31.7% |
| 3Y | +221.2% | -38.1% | +259.3% | +233.0% |
| 5Y | +113.6% | -57.3% | +170.8% | +122.0% |
| All | +131.1% | -19.0% | +150.2% | +40.6% |
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