-6.0%
DIS vs PINS
-20.2%
+14.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +4.4% | -6.9% | +11.3% | +5.7% |
| 30D | +10.3% | -11.4% | +21.8% | +12.5% |
| 3M | +15.5% | -22.2% | +37.8% | +20.3% |
| 6M | +11.2% | -10.9% | +22.1% | +12.4% |
| YTD | +5.6% | -26.8% | +32.4% | +9.4% |
| 1Y | +7.7% | -29.8% | +37.6% | +12.4% |
| 3Y | +39.3% | -39.0% | +78.3% | +43.8% |
| 5Y | -29.5% | -58.7% | +29.2% | -27.3% |
| All | -6.0% | -20.2% | +14.2% | -32.7% |
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