+16.6%
EMR vs PINS
-45.1%
+61.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.9% | +1.8% |
| 7D | -1.5% | -12.0% | +10.5% | -1.0% |
| 30D | -5.6% | -12.7% | +7.1% | -5.1% |
| 3M | +7.9% | -5.5% | +13.5% | +8.0% |
| 6M | +6.0% | +5.3% | +0.8% | +4.9% |
| YTD | +16.4% | -21.2% | +37.7% | +20.7% |
| 1Y | +16.6% | -45.0% | +61.7% | +21.7% |
| All | +16.6% | -45.1% | +61.7% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling