+26.6%
EWZ vs PINS
-19.7%
+46.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.4% | +1.9% |
| 7D | +1.4% | -6.2% | +7.6% | +2.3% |
| 30D | -25.1% | -10.9% | -14.2% | -23.8% |
| 3M | -7.7% | -19.5% | +11.8% | -4.9% |
| 6M | -15.8% | -10.4% | -5.5% | -15.1% |
| YTD | +3.6% | -26.4% | +30.0% | +6.8% |
| 1Y | +5.5% | -29.6% | +35.1% | +9.5% |
| 3Y | +22.1% | -39.0% | +61.1% | +24.6% |
| 5Y | +58.3% | -59.1% | +117.5% | +65.0% |
| All | +26.6% | -19.7% | +46.4% | -17.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling