+190.6%
EQT vs PINS
-23.0%
+213.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -9.2% | +8.3% | +0.2% |
| 7D | -2.0% | -13.9% | +11.8% | -0.3% |
| 30D | +1.0% | -25.0% | +26.0% | +4.4% |
| 3M | +4.0% | -16.6% | +20.6% | +5.8% |
| 6M | -11.7% | -7.0% | -4.7% | -11.7% |
| YTD | +2.8% | -29.4% | +32.2% | +5.9% |
| 1Y | +10.0% | -49.9% | +59.9% | +17.8% |
| 3Y | +34.1% | -33.6% | +67.8% | +35.0% |
| 5Y | +195.3% | -66.8% | +262.1% | +208.9% |
| All | +190.6% | -23.0% | +213.6% | +140.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling