+72.6%
HBAN vs PINS
-19.8%
+92.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.7% | +0.6% |
| 7D | -1.0% | -6.6% | +5.6% | 0.0% |
| 30D | -5.6% | -16.8% | +11.2% | -3.0% |
| 3M | -1.1% | -11.4% | +10.2% | +0.2% |
| 6M | +9.9% | -1.7% | +11.6% | +9.0% |
| YTD | -0.9% | -26.4% | +25.5% | +2.3% |
| 1Y | -1.4% | -45.5% | +44.1% | +6.3% |
| 3Y | +78.2% | -31.7% | +110.0% | +80.5% |
| 5Y | +37.0% | -64.9% | +101.9% | +44.6% |
| All | +72.6% | -19.8% | +92.4% | +21.0% |
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