+1,184.4%
DELL vs PINS
-19.5%
+1,203.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | +17.1% | -3.4% | +20.5% | +17.8% |
| 30D | -35.1% | -14.5% | -20.5% | -33.2% |
| 3M | -23.3% | -16.5% | -6.8% | -21.1% |
| 6M | +55.8% | -7.0% | +62.8% | +55.9% |
| YTD | +198.0% | -26.1% | +224.1% | +208.0% |
| 1Y | +166.6% | -30.0% | +196.6% | +178.6% |
| 3Y | +427.6% | -38.5% | +466.1% | +451.0% |
| 5Y | +630.6% | -58.4% | +689.0% | +669.1% |
| All | +1,184.4% | -19.5% | +1,203.9% | +785.5% |
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