+23.9%
HPQ vs PINS
-33.7%
+57.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -9.2% | +13.1% | +5.6% |
| 7D | +1.3% | -13.9% | +15.1% | +3.8% |
| 30D | +8.7% | -25.0% | +33.7% | +14.3% |
| 3M | +31.5% | -16.6% | +48.1% | +35.3% |
| 6M | +76.0% | -7.0% | +83.0% | +76.9% |
| YTD | +49.5% | -29.4% | +78.9% | +57.6% |
| 1Y | +17.3% | -49.9% | +67.2% | +31.4% |
| All | +23.9% | -33.7% | +57.6% | +28.3% |
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