+1,106.2%
DELL vs PINS
-66.4%
+1,172.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -9.2% | +9.5% | +1.9% |
| 7D | +8.7% | -13.9% | +22.6% | +11.5% |
| 30D | +16.9% | -25.0% | +41.9% | +22.6% |
| 3M | +40.4% | -16.6% | +57.0% | +43.8% |
| 6M | +267.1% | -7.0% | +274.0% | +266.2% |
| YTD | +329.1% | -29.4% | +358.5% | +348.9% |
| 1Y | +346.9% | -49.9% | +396.8% | +397.9% |
| 3Y | +696.6% | -33.6% | +730.3% | +723.5% |
| 5Y | +1,106.2% | -66.8% | +1,173.0% | +1,178.3% |
| All | +1,106.2% | -66.4% | +1,172.6% | +1,178.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling