-6.1%
DIS vs PINS
-19.7%
+13.6%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.9% |
| 7D | +5.3% | -6.2% | +11.5% | +6.5% |
| 30D | +10.2% | -10.9% | +21.2% | +12.3% |
| 3M | +13.5% | -19.5% | +33.1% | +17.5% |
| 6M | +11.1% | -10.4% | +21.5% | +12.2% |
| YTD | +5.5% | -26.4% | +31.9% | +9.2% |
| 1Y | +9.1% | -29.6% | +38.8% | +13.8% |
| 3Y | +36.0% | -39.0% | +75.0% | +40.4% |
| 5Y | -29.8% | -59.1% | +29.3% | -27.5% |
| All | -6.1% | -19.7% | +13.6% | -32.8% |
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