+249.2%
HPE vs PINS
-28.3%
+277.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.3% | +9.0% | +8.0% |
| 7D | +10.1% | -5.2% | +15.4% | +11.2% |
| 30D | +5.3% | -14.9% | +20.2% | +8.2% |
| 3M | +12.7% | -8.4% | +21.1% | +13.6% |
| 6M | +167.7% | +0.6% | +167.0% | +162.8% |
| YTD | +135.5% | -22.2% | +157.7% | +144.5% |
| 1Y | +143.4% | -46.9% | +190.3% | +176.5% |
| 3Y | +249.2% | -26.9% | +276.1% | +256.2% |
| All | +249.2% | -28.3% | +277.4% | +256.2% |
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 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