+205.4%
CB vs PINS
-19.4%
+224.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | +2.9% | +1.0% | +1.9% | +2.9% |
| 30D | +7.3% | -12.0% | +19.3% | +8.2% |
| 3M | +9.4% | -17.9% | +27.3% | +10.7% |
| 6M | +19.6% | -1.0% | +20.7% | +19.1% |
| YTD | +21.5% | -26.0% | +47.5% | +23.1% |
| 1Y | +28.0% | -28.5% | +56.5% | +30.0% |
| 3Y | +74.9% | -39.2% | +114.1% | +75.8% |
| 5Y | +108.1% | -58.3% | +166.5% | +111.1% |
| All | +205.4% | -19.4% | +224.8% | +124.1% |
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 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