+208.1%
C vs PINS
-38.9%
+247.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +1.3% |
| 7D | -2.4% | -2.1% | -0.3% | -2.0% |
| 30D | -6.0% | -6.6% | +0.7% | -5.0% |
| 3M | -10.5% | -18.7% | +8.2% | -7.4% |
| 6M | -5.7% | -10.4% | +4.7% | -5.0% |
| YTD | +4.1% | -26.8% | +30.9% | +8.5% |
| 1Y | +20.5% | -27.9% | +48.3% | +25.8% |
| 3Y | +208.1% | -38.7% | +246.8% | +207.1% |
| All | +208.1% | -38.9% | +247.1% | +207.1% |
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