+16.2%
DIA vs PINS
-52.1%
+68.3%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.2% | +8.5% | -0.3% |
| 7D | -1.2% | -13.9% | +12.6% | -0.6% |
| 30D | -2.7% | -25.0% | +22.3% | -1.4% |
| 3M | +3.3% | -16.6% | +19.9% | +4.1% |
| 6M | +10.4% | -7.0% | +17.4% | +10.5% |
| YTD | +10.0% | -29.4% | +39.4% | +11.4% |
| 1Y | +16.2% | -49.9% | +66.1% | +18.2% |
| All | +16.2% | -52.1% | +68.3% | +18.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling