-5.7%
DIS vs PINS
-19.0%
+13.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.1% |
| 7D | +0.6% | -9.4% | +10.0% | +2.3% |
| 30D | +10.3% | -10.2% | +20.5% | +12.2% |
| 3M | +15.6% | -19.0% | +34.6% | +19.5% |
| 6M | +15.1% | -7.4% | +22.5% | +15.6% |
| YTD | +6.0% | -25.7% | +31.7% | +9.5% |
| 1Y | +5.7% | -29.7% | +35.4% | +10.3% |
| 3Y | +39.8% | -38.1% | +77.9% | +44.0% |
| 5Y | -23.9% | -57.3% | +33.4% | -21.9% |
| All | -5.7% | -19.0% | +13.3% | -32.6% |
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