+125.7%
DIA vs PINS
-19.5%
+145.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | +1.6% | -3.4% | +5.0% | +2.0% |
| 30D | +1.2% | -14.5% | +15.8% | +3.2% |
| 3M | -2.4% | -16.5% | +14.1% | -0.5% |
| 6M | +5.7% | -7.0% | +12.7% | +5.9% |
| YTD | +9.9% | -26.1% | +36.1% | +12.7% |
| 1Y | +9.8% | -30.0% | +39.8% | +13.3% |
| 3Y | +59.8% | -38.5% | +98.2% | +62.8% |
| 5Y | +57.7% | -58.4% | +116.1% | +61.7% |
| All | +125.7% | -19.5% | +145.2% | +64.2% |
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