+15.3%
CVS vs PINS
-30.5%
+45.9%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.3% |
| 7D | +10.4% | -3.4% | +13.8% | +10.3% |
| 30D | +3.3% | -14.5% | +17.8% | +3.2% |
| 3M | -4.5% | -16.5% | +12.0% | -4.6% |
| 6M | -4.4% | -7.0% | +2.6% | -3.6% |
| YTD | +16.6% | -26.1% | +42.8% | +37.1% |
| 1Y | +15.3% | -30.0% | +45.3% | +35.6% |
| All | +15.3% | -30.5% | +45.9% | +35.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling