+17.0%
EMR vs PINS
-47.3%
+64.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.8% | -0.4% |
| 7D | +3.1% | -5.2% | +8.3% | +3.3% |
| 30D | -3.5% | -14.9% | +11.4% | -2.9% |
| 3M | +9.8% | -8.4% | +18.2% | +10.0% |
| 6M | +10.8% | +0.6% | +10.1% | +10.0% |
| YTD | +15.9% | -22.2% | +38.1% | +20.3% |
| All | +17.0% | -47.3% | +64.3% | +22.9% |
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 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