+398.7%
COST vs PINS
-19.4%
+418.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +5.0% | +1.0% | +4.0% | +4.9% |
| 30D | +12.8% | -12.0% | +24.8% | +14.0% |
| 3M | +15.2% | -17.9% | +33.1% | +16.9% |
| 6M | +7.4% | -1.0% | +8.4% | +6.9% |
| YTD | +29.0% | -26.0% | +55.1% | +31.2% |
| 1Y | +20.3% | -28.5% | +48.7% | +22.6% |
| 3Y | +99.0% | -39.2% | +138.2% | +101.7% |
| 5Y | +125.7% | -58.3% | +184.0% | +127.3% |
| All | +398.7% | -19.4% | +418.0% | +323.5% |
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