+133.9%
HL vs PINS
-45.1%
+179.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.3% | -2.5% |
| 7D | +1.5% | -12.0% | +13.5% | +1.4% |
| 30D | +25.1% | -12.7% | +37.7% | +25.0% |
| 3M | +22.9% | -5.5% | +28.4% | +22.6% |
| 6M | -4.9% | +5.3% | -10.2% | -4.8% |
| YTD | +7.8% | -21.2% | +29.0% | +13.9% |
| 1Y | +133.9% | -45.0% | +178.9% | +147.1% |
| All | +133.9% | -45.1% | +179.0% | +147.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling