+290.5%
HPE vs PINS
-14.1%
+304.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.2% | -2.3% | -4.2% |
| 7D | -0.6% | -12.0% | +11.4% | +1.3% |
| 30D | -2.3% | -12.7% | +10.4% | -0.4% |
| 3M | -2.9% | -5.5% | +2.6% | -2.6% |
| 6M | +143.6% | +5.3% | +138.3% | +139.0% |
| YTD | +118.5% | -21.2% | +139.7% | +123.1% |
| 1Y | +129.2% | -45.0% | +174.2% | +146.5% |
| 3Y | +212.5% | -26.2% | +238.7% | +214.9% |
| 5Y | +286.9% | -64.0% | +350.9% | +308.7% |
| All | +290.5% | -14.1% | +304.6% | +180.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling