+62.1%
EMR vs PINS
-28.3%
+90.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -1.4% |
| 3M | +9.8% | -8.4% | +18.2% | +10.6% |
| 6M | +10.8% | +0.6% | +10.1% | +9.3% |
| YTD | +15.9% | -22.2% | +38.1% | +19.6% |
| 1Y | +16.4% | -46.9% | +63.4% | +28.7% |
| 3Y | +62.1% | -26.9% | +89.0% | +65.0% |
| All | +62.1% | -28.3% | +90.4% | +65.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling