+53.7%
EFA vs PINS
-67.1%
+120.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.2% | +8.1% | -0.2% |
| 7D | -0.5% | -13.9% | +13.4% | +1.0% |
| 30D | -1.3% | -25.0% | +23.6% | +1.5% |
| 3M | +5.2% | -16.6% | +21.8% | +6.8% |
| 6M | +9.4% | -7.0% | +16.3% | +9.4% |
| YTD | +12.7% | -29.4% | +42.1% | +15.8% |
| 1Y | +19.3% | -49.9% | +69.2% | +26.9% |
| 3Y | +66.3% | -33.6% | +100.0% | +66.6% |
| All | +53.7% | -67.1% | +120.8% | +51.9% |
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