+46.6%
EEM vs PINS
-66.4%
+112.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -9.2% | +8.7% | +0.5% |
| 7D | +2.0% | -13.9% | +15.8% | +3.7% |
| 30D | +5.1% | -25.0% | +30.1% | +8.4% |
| 3M | +4.6% | -16.6% | +21.2% | +6.3% |
| 6M | +17.8% | -7.0% | +24.7% | +17.8% |
| YTD | +25.8% | -29.4% | +55.2% | +29.6% |
| 1Y | +36.4% | -49.9% | +86.3% | +46.0% |
| 3Y | +90.0% | -33.6% | +123.6% | +90.6% |
| 5Y | +46.6% | -66.8% | +113.4% | +47.5% |
| All | +46.6% | -66.4% | +112.9% | +47.5% |
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 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