-10.6%
DHR vs PINS
-58.3%
+47.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.5% |
| 7D | +0.2% | -9.4% | +9.5% | +1.5% |
| 30D | +6.4% | -10.2% | +16.6% | +7.8% |
| 3M | +13.6% | -19.0% | +32.7% | +16.6% |
| 6M | +41.9% | -7.4% | +49.2% | +42.0% |
| YTD | +3.4% | -25.7% | +29.1% | +6.2% |
| 1Y | +9.9% | -29.7% | +39.6% | +13.7% |
| 3Y | +21.6% | -38.1% | +59.7% | +23.5% |
| 5Y | -10.6% | -57.3% | +46.7% | -13.9% |
| All | -10.6% | -58.3% | +47.8% | -13.9% |
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