+663.2%
FLEX vs PINS
-64.0%
+727.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +1.8% |
| 7D | -0.9% | -12.0% | +11.1% | +1.1% |
| 30D | -10.1% | -12.7% | +2.5% | -8.4% |
| 3M | -31.3% | -5.5% | -25.8% | -31.1% |
| 6M | +71.3% | +5.3% | +66.0% | +66.9% |
| YTD | +81.2% | -21.2% | +102.5% | +85.5% |
| 1Y | +98.5% | -45.0% | +143.5% | +116.1% |
| 3Y | +428.2% | -26.2% | +454.5% | +417.8% |
| All | +663.2% | -64.0% | +727.3% | +663.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling