+103.2%
CB vs PINS
-58.9%
+162.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.2% | +2.4% | -1.7% |
| 7D | +0.2% | -2.1% | +2.3% | +0.3% |
| 30D | +9.1% | -6.6% | +15.7% | +9.2% |
| 3M | +3.4% | -18.7% | +22.1% | +3.9% |
| 6M | +14.1% | -10.4% | +24.5% | +14.2% |
| YTD | +18.0% | -26.8% | +44.8% | +18.6% |
| 1Y | +30.1% | -27.9% | +58.0% | +30.9% |
| 3Y | +71.8% | -38.7% | +110.5% | +71.6% |
| All | +103.2% | -58.9% | +162.1% | +105.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling