+68.4%
DAL vs PINS
-19.7%
+88.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.5% | +4.7% | +5.2% |
| 7D | +10.0% | -6.2% | +16.2% | +11.7% |
| 30D | +12.0% | -10.9% | +23.0% | +14.8% |
| 3M | +0.8% | -19.5% | +20.3% | +5.3% |
| 6M | +26.2% | -10.4% | +36.6% | +27.7% |
| YTD | +33.7% | -26.4% | +60.1% | +39.9% |
| 1Y | +57.6% | -29.6% | +87.2% | +66.6% |
| 3Y | +183.5% | -39.0% | +222.5% | +199.8% |
| 5Y | +114.2% | -59.1% | +173.3% | +128.1% |
| All | +68.4% | -19.7% | +88.1% | +20.5% |
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