+129.2%
CVS vs PINS
-19.8%
+149.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -0.7% |
| 7D | -2.2% | -6.6% | +4.5% | -1.9% |
| 30D | -0.1% | -16.8% | +16.7% | +0.7% |
| 3M | -5.2% | -11.4% | +6.2% | -4.8% |
| 6M | +26.9% | -1.7% | +28.6% | +26.6% |
| YTD | +22.1% | -26.4% | +48.5% | +23.4% |
| 1Y | +30.8% | -45.5% | +76.3% | +33.7% |
| 3Y | +54.4% | -31.7% | +86.1% | +53.5% |
| 5Y | +33.4% | -64.9% | +98.2% | +35.6% |
| All | +129.2% | -19.8% | +149.0% | +80.8% |
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