+531.5%
HL vs PINS
-19.4%
+550.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.0% | -1.9% |
| 7D | -11.1% | +1.0% | -12.1% | -11.3% |
| 30D | -12.1% | -12.0% | -0.1% | -9.9% |
| 3M | -26.1% | -17.9% | -8.2% | -23.6% |
| 6M | -37.7% | -1.0% | -36.7% | -38.3% |
| YTD | -31.7% | -26.0% | -5.7% | -29.3% |
| 1Y | -11.6% | -28.5% | +16.8% | -7.9% |
| 3Y | +249.6% | -39.2% | +288.8% | +260.2% |
| 5Y | +108.5% | -58.3% | +166.9% | +117.8% |
| All | +531.5% | -19.4% | +550.8% | +324.0% |
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