+46.0%
F vs PINS
-38.3%
+84.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | -3.1% | +1.0% | -4.1% | -3.2% |
| 30D | 0.0% | -12.0% | +12.0% | +1.4% |
| 3M | -13.2% | -17.9% | +4.7% | -11.5% |
| 6M | -10.2% | -1.0% | -9.2% | -10.6% |
| YTD | -4.9% | -26.0% | +21.1% | -1.7% |
| 1Y | -6.1% | -28.5% | +22.4% | -2.4% |
| 3Y | +46.0% | -39.2% | +85.2% | +40.7% |
| All | +46.0% | -38.3% | +84.2% | +40.7% |
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