+265.0%
C vs PINS
-25.8%
+290.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.1% |
| 7D | +3.6% | -12.0% | +15.7% | +6.1% |
| 30D | +0.1% | -12.7% | +12.7% | +2.5% |
| 3M | +2.4% | -5.5% | +7.9% | +2.9% |
| 6M | +24.9% | +5.3% | +19.7% | +22.3% |
| YTD | +19.8% | -21.2% | +41.0% | +23.4% |
| 1Y | +44.9% | -45.0% | +89.9% | +59.2% |
| All | +265.0% | -25.8% | +290.8% | +273.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling