+63.2%
EFA vs PINS
-31.9%
+95.1%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.7% | -3.6% | -1.1% |
| 7D | -2.4% | -9.9% | +7.6% | -1.6% |
| 30D | -2.2% | -20.9% | +18.7% | -0.5% |
| 3M | +5.7% | -13.7% | +19.4% | +6.6% |
| 6M | +8.2% | -3.0% | +11.2% | +7.8% |
| YTD | +11.8% | -27.5% | +39.2% | +14.2% |
| 1Y | +18.3% | -46.8% | +65.1% | +24.3% |
| All | +63.2% | -31.9% | +95.1% | +63.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling