+12.2%
HON vs PINS
-57.9%
+70.1%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.3% | -1.8% |
| 7D | +3.6% | -3.4% | +6.9% | +3.9% |
| 30D | +7.8% | -14.5% | +22.3% | +9.3% |
| 3M | -4.8% | -16.5% | +11.7% | -3.3% |
| 6M | -1.7% | -7.0% | +5.3% | -1.6% |
| YTD | +10.7% | -26.1% | +36.8% | +12.9% |
| 1Y | +7.8% | -30.0% | +37.8% | +10.5% |
| 3Y | +28.1% | -38.5% | +66.5% | +29.5% |
| 5Y | +12.2% | -58.4% | +70.6% | +8.1% |
| All | +12.2% | -57.9% | +70.1% | +8.1% |
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