+30.2%
EXC vs PINS
-39.6%
+69.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | +0.1% |
| 7D | -1.7% | -6.2% | +4.4% | -2.0% |
| 30D | +9.3% | -10.9% | +20.2% | +8.7% |
| 3M | +1.0% | -19.5% | +20.6% | +0.1% |
| 6M | +5.9% | -10.4% | +16.3% | +5.7% |
| YTD | +7.6% | -26.4% | +34.0% | +6.9% |
| 1Y | +2.4% | -29.6% | +32.1% | +1.6% |
| 3Y | +30.2% | -39.0% | +69.3% | +29.2% |
| All | +30.2% | -39.6% | +69.9% | +29.2% |
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