+131.5%
GM vs PINS
-19.8%
+151.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.9% |
| 7D | -2.4% | -6.6% | +4.2% | -1.2% |
| 30D | -1.1% | -16.8% | +15.7% | +2.3% |
| 3M | +6.1% | -11.4% | +17.5% | +8.0% |
| 6M | +15.0% | -1.7% | +16.7% | +14.1% |
| YTD | +6.0% | -26.4% | +32.4% | +10.2% |
| 1Y | +47.1% | -45.5% | +92.6% | +61.1% |
| 3Y | +170.5% | -31.7% | +202.2% | +171.3% |
| 5Y | +80.5% | -64.9% | +145.4% | +91.6% |
| All | +131.5% | -19.8% | +151.3% | +51.7% |
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 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