+129.2%
HPE vs PINS
-45.1%
+174.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.3% | -4.4% |
| 7D | -0.6% | -12.0% | +11.4% | -0.3% |
| 30D | -2.3% | -12.7% | +10.4% | -2.0% |
| 3M | -2.9% | -5.5% | +2.6% | -2.7% |
| 6M | +143.6% | +5.3% | +138.3% | +141.2% |
| YTD | +118.5% | -21.2% | +139.7% | +125.0% |
| 1Y | +129.2% | -45.0% | +174.2% | +135.9% |
| All | +129.2% | -45.1% | +174.3% | +135.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling