+109.8%
EMR vs PINS
-39.6%
+149.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.5% | +3.9% | +4.3% |
| 7D | +2.1% | -6.2% | +8.3% | +3.1% |
| 30D | +4.8% | -10.9% | +15.7% | +6.4% |
| 3M | +7.5% | -19.5% | +27.0% | +10.5% |
| 6M | +20.9% | -10.4% | +31.2% | +21.5% |
| YTD | +29.2% | -26.4% | +55.6% | +34.2% |
| 1Y | +33.0% | -29.6% | +62.6% | +39.4% |
| 3Y | +109.8% | -39.0% | +148.8% | +107.5% |
| All | +109.8% | -39.6% | +149.4% | +107.5% |
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