+155.0%
HPE vs PINS
-46.0%
+200.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +1.4% | +11.0% | +12.4% |
| 7D | +19.4% | -6.6% | +26.0% | +19.5% |
| 30D | +5.6% | -16.8% | +22.4% | +6.0% |
| 3M | +33.1% | -11.4% | +44.5% | +33.3% |
| 6M | +192.5% | -1.7% | +194.2% | +189.7% |
| YTD | +160.9% | -26.4% | +187.3% | +169.5% |
| 1Y | +155.0% | -45.5% | +200.5% | +169.2% |
| All | +155.0% | -46.0% | +200.9% | +169.2% |
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 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