+28.0%
EMR vs PINS
-30.5%
+58.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | +2.7% | -3.4% | +6.0% | +2.7% |
| 30D | +2.1% | -14.5% | +16.6% | +2.2% |
| 3M | +2.3% | -16.5% | +18.8% | +2.3% |
| 6M | +22.5% | -7.0% | +29.5% | +22.7% |
| YTD | +27.2% | -26.1% | +53.3% | +32.2% |
| 1Y | +28.0% | -30.0% | +58.0% | +35.2% |
| All | +28.0% | -30.5% | +58.6% | +35.2% |
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