+38.6%
HPQ vs PINS
-66.4%
+105.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -9.2% | +14.2% | +6.5% |
| 7D | +2.2% | -13.9% | +16.1% | +4.7% |
| 30D | +9.7% | -25.0% | +34.7% | +15.0% |
| 3M | +32.7% | -16.6% | +49.3% | +36.3% |
| 6M | +77.7% | -7.0% | +84.7% | +78.5% |
| YTD | +51.0% | -29.4% | +80.4% | +58.0% |
| 1Y | +18.4% | -49.9% | +68.3% | +30.7% |
| 3Y | +25.6% | -33.6% | +59.2% | +28.3% |
| 5Y | +38.6% | -66.8% | +105.5% | +35.9% |
| All | +38.6% | -66.4% | +105.0% | +35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling