-17.0%
DIS vs PINS
-14.1%
-2.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.4% | -1.3% |
| 7D | -2.6% | -12.0% | +9.5% | -0.4% |
| 30D | +3.5% | -12.7% | +16.2% | +5.9% |
| 3M | +6.8% | -5.5% | +12.3% | +7.4% |
| 6M | +3.0% | +5.3% | -2.3% | +1.1% |
| YTD | -6.7% | -21.2% | +14.5% | -4.3% |
| 1Y | -10.1% | -45.0% | +35.0% | -2.2% |
| 3Y | +33.0% | -26.2% | +59.3% | +32.5% |
| 5Y | -40.0% | -64.0% | +24.0% | -37.0% |
| All | -17.0% | -14.1% | -2.9% | -41.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling