+419.5%
HL vs PINS
-33.7%
+453.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -9.2% | +11.1% | +2.7% |
| 7D | +0.4% | -13.9% | +14.2% | +1.7% |
| 30D | +18.8% | -25.0% | +43.8% | +21.9% |
| 3M | +43.7% | -16.6% | +60.3% | +45.6% |
| 6M | -1.0% | -7.0% | +5.9% | -1.1% |
| YTD | +8.7% | -29.4% | +38.1% | +12.7% |
| 1Y | +105.0% | -49.9% | +154.9% | +120.9% |
| All | +419.5% | -33.7% | +453.2% | +452.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling