-23.1%
DOW vs PINS
-14.1%
-9.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.9% | -2.7% |
| 7D | -2.4% | -12.0% | +9.6% | -0.5% |
| 30D | +0.4% | -12.7% | +13.0% | +2.3% |
| 3M | -14.4% | -5.5% | -8.9% | -14.1% |
| 6M | -7.0% | +5.3% | -12.2% | -8.6% |
| YTD | +30.2% | -21.2% | +51.4% | +33.0% |
| 1Y | +29.2% | -45.0% | +74.2% | +39.1% |
| 3Y | -36.7% | -26.2% | -10.5% | -36.5% |
| 5Y | -37.7% | -64.0% | +26.3% | -33.1% |
| All | -23.1% | -14.1% | -9.0% | -48.8% |
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 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