+148.3%
EMR vs PINS
-15.2%
+163.5%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.8% | -0.3% |
| 7D | +3.1% | -5.2% | +8.3% | +3.8% |
| 30D | -3.5% | -14.9% | +11.4% | -1.5% |
| 3M | +9.8% | -8.4% | +18.2% | +10.6% |
| 6M | +10.8% | +0.6% | +10.1% | +9.7% |
| YTD | +15.9% | -22.2% | +38.1% | +18.3% |
| 1Y | +16.4% | -46.9% | +63.4% | +24.8% |
| 3Y | +62.1% | -26.9% | +89.0% | +62.8% |
| 5Y | +62.9% | -63.0% | +125.9% | +70.6% |
| All | +148.3% | -15.2% | +163.5% | +70.0% |
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