+107.0%
HD vs PINS
-19.7%
+126.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.8% |
| 7D | +3.6% | -6.2% | +9.8% | +4.5% |
| 30D | +21.6% | -10.9% | +32.5% | +23.5% |
| 3M | +0.1% | -19.5% | +19.6% | +2.9% |
| 6M | +13.0% | -10.4% | +23.4% | +13.9% |
| YTD | +4.9% | -26.4% | +31.3% | +8.0% |
| 1Y | -2.1% | -29.6% | +27.6% | +1.4% |
| 3Y | +32.6% | -39.0% | +71.6% | +35.5% |
| 5Y | +8.2% | -59.1% | +67.4% | +11.4% |
| All | +107.0% | -19.7% | +126.7% | +43.1% |
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