+58.8%
DAL vs PINS
-19.5%
+78.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.7% | -5.1% |
| 7D | +1.4% | -3.4% | +4.8% | +2.1% |
| 30D | +9.1% | -14.5% | +23.6% | +12.9% |
| 3M | -3.5% | -16.5% | +13.0% | 0.0% |
| 6M | +23.4% | -7.0% | +30.4% | +23.7% |
| YTD | +26.0% | -26.1% | +52.2% | +31.8% |
| 1Y | +44.6% | -30.0% | +74.7% | +53.2% |
| 3Y | +162.7% | -38.5% | +201.2% | +177.3% |
| 5Y | +113.0% | -58.4% | +171.4% | +126.0% |
| All | +58.8% | -19.5% | +78.3% | +13.5% |
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