+1,092.3%
DELL vs PINS
-19.4%
+1,111.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.2% | -7.3% | -7.2% |
| 7D | +4.9% | +1.0% | +3.9% | +4.7% |
| 30D | -32.1% | -12.0% | -20.1% | -30.6% |
| 3M | -30.2% | -17.9% | -12.4% | -28.0% |
| 6M | +41.7% | -1.0% | +42.7% | +40.2% |
| YTD | +176.6% | -26.0% | +202.6% | +185.8% |
| 1Y | +159.9% | -28.5% | +188.4% | +170.4% |
| 3Y | +388.0% | -39.2% | +427.2% | +410.6% |
| 5Y | +578.2% | -58.3% | +636.5% | +613.7% |
| All | +1,092.3% | -19.4% | +1,111.6% | +721.6% |
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 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