+35.8%
EQT vs PINS
-31.9%
+67.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.1% | +0.4% |
| 7D | -1.2% | -9.9% | +8.8% | -0.3% |
| 30D | +1.1% | -20.9% | +22.0% | +3.0% |
| 3M | +4.8% | -13.7% | +18.5% | +5.8% |
| 6M | -10.6% | -3.0% | -7.5% | -11.0% |
| YTD | +3.4% | -27.5% | +30.9% | +6.4% |
| 1Y | +8.7% | -46.8% | +55.5% | +15.6% |
| All | +35.8% | -31.9% | +67.7% | +35.6% |
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