+238.2%
HL vs PINS
-66.2%
+304.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.7% | -6.7% | -4.4% |
| 7D | -5.6% | -9.9% | +4.3% | -4.2% |
| 30D | +12.7% | -20.9% | +33.7% | +16.6% |
| 3M | +42.5% | -13.7% | +56.3% | +44.9% |
| 6M | -9.0% | -3.0% | -6.0% | -9.6% |
| YTD | +4.4% | -27.5% | +31.9% | +8.3% |
| 1Y | +82.7% | -46.8% | +129.4% | +98.3% |
| 3Y | +406.3% | -31.8% | +438.1% | +406.5% |
| 5Y | +238.2% | -65.4% | +303.5% | +225.8% |
| All | +238.2% | -66.2% | +304.3% | +225.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling