-11.6%
HL vs PINS
-29.3%
+17.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.0% | -1.9% |
| 7D | -11.1% | +1.0% | -12.1% | -11.1% |
| 30D | -12.1% | -12.0% | -0.1% | -12.3% |
| 3M | -26.1% | -17.9% | -8.2% | -26.0% |
| 6M | -37.7% | -1.0% | -36.7% | -36.8% |
| YTD | -31.7% | -26.0% | -5.7% | -21.6% |
| 1Y | -11.6% | -28.5% | +16.8% | +2.5% |
| All | -11.6% | -29.3% | +17.7% | +2.5% |
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