+55.7%
HON vs PINS
-19.4%
+75.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +1.4% | +1.0% | +0.4% | +1.3% |
| 30D | +7.5% | -12.0% | +19.5% | +9.0% |
| 3M | -4.3% | -17.9% | +13.5% | -2.5% |
| 6M | -1.5% | -1.0% | -0.5% | -2.2% |
| YTD | +10.5% | -26.0% | +36.6% | +12.9% |
| 1Y | +8.5% | -28.5% | +37.0% | +11.2% |
| 3Y | +28.0% | -39.2% | +67.2% | +30.1% |
| 5Y | +12.0% | -58.3% | +70.4% | +14.0% |
| All | +55.7% | -19.4% | +75.0% | +15.2% |
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