+194.3%
CDE vs PINS
-66.2%
+260.4%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.7% | -5.9% | -3.7% |
| 7D | -6.1% | -9.9% | +3.9% | -4.3% |
| 30D | +9.5% | -20.9% | +30.4% | +14.3% |
| 3M | +32.0% | -13.7% | +45.7% | +34.9% |
| 6M | -12.8% | -3.0% | -9.7% | -13.6% |
| YTD | +14.2% | -27.5% | +41.7% | +19.3% |
| 1Y | +36.3% | -46.8% | +83.1% | +51.0% |
| 3Y | +821.4% | -31.8% | +853.2% | +828.2% |
| 5Y | +194.3% | -65.4% | +259.6% | +206.0% |
| All | +194.3% | -66.2% | +260.4% | +206.0% |
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 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