+127.0%
C vs PINS
-19.7%
+146.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +1.9% | +2.4% |
| 7D | -0.9% | -6.2% | +5.2% | +0.3% |
| 30D | -5.4% | -10.9% | +5.5% | -3.5% |
| 3M | -9.2% | -19.5% | +10.4% | -5.9% |
| 6M | -1.8% | -10.4% | +8.6% | -1.0% |
| YTD | +6.7% | -26.4% | +33.1% | +10.8% |
| 1Y | +23.5% | -29.6% | +53.2% | +29.3% |
| 3Y | +219.8% | -39.0% | +258.8% | +232.5% |
| 5Y | +112.4% | -59.1% | +171.5% | +122.8% |
| All | +127.0% | -19.7% | +146.7% | +38.3% |
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