+9.8%
DIA vs PINS
-30.5%
+40.4%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | +1.6% | -3.4% | +5.0% | +1.8% |
| 30D | +1.2% | -14.5% | +15.8% | +2.2% |
| 3M | -2.4% | -16.5% | +14.1% | -1.4% |
| 6M | +5.7% | -7.0% | +12.7% | +6.0% |
| YTD | +9.9% | -26.1% | +36.1% | +12.4% |
| 1Y | +9.8% | -30.0% | +39.8% | +13.1% |
| All | +9.8% | -30.5% | +40.4% | +13.1% |
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