-22.5%
DIS vs PINS
-58.8%
+36.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.6% |
| 7D | +1.9% | +1.0% | +0.9% | +1.7% |
| 30D | +9.2% | -12.0% | +21.2% | +11.7% |
| 3M | +13.5% | -17.9% | +31.4% | +17.5% |
| 6M | +14.3% | -1.0% | +15.3% | +13.2% |
| YTD | +5.4% | -26.0% | +31.4% | +9.5% |
| 1Y | +12.2% | -28.5% | +40.6% | +17.3% |
| 3Y | +37.2% | -39.2% | +76.4% | +41.6% |
| All | -22.5% | -58.8% | +36.3% | -17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling