+80.3%
DUK vs PINS
-19.8%
+100.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | 0.0% |
| 7D | -0.7% | -6.6% | +6.0% | -0.4% |
| 30D | -2.4% | -16.8% | +14.4% | -1.8% |
| 3M | -3.0% | -11.4% | +8.4% | -2.7% |
| 6M | -6.6% | -1.7% | -4.8% | -6.7% |
| YTD | +4.6% | -26.4% | +31.0% | +5.5% |
| 1Y | +1.2% | -45.5% | +46.7% | +3.3% |
| 3Y | +45.7% | -31.7% | +77.4% | +44.6% |
| 5Y | +40.3% | -64.9% | +105.2% | +44.3% |
| All | +80.3% | -19.8% | +100.0% | +37.5% |
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