+99.3%
HLT vs PINS
-30.9%
+130.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.5% | -0.2% |
| 7D | -1.6% | -6.6% | +5.0% | -0.8% |
| 30D | -5.0% | -16.8% | +11.8% | -2.9% |
| 3M | -10.4% | -11.4% | +1.0% | -9.6% |
| 6M | +3.2% | -1.7% | +4.9% | +2.2% |
| YTD | +6.7% | -26.4% | +33.2% | +9.9% |
| 1Y | +10.3% | -45.5% | +55.8% | +18.2% |
| 3Y | +99.3% | -31.7% | +131.1% | +103.0% |
| All | +99.3% | -30.9% | +130.2% | +103.0% |
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 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