+293.0%
IBKR vs PINS
-30.9%
+323.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.4% | +0.7% | +1.9% |
| 7D | -1.3% | -6.6% | +5.3% | 0.0% |
| 30D | -0.2% | -16.8% | +16.6% | +3.5% |
| 3M | +3.0% | -11.4% | +14.3% | +4.8% |
| 6M | +33.9% | -1.7% | +35.6% | +32.5% |
| YTD | +42.5% | -26.4% | +68.9% | +49.7% |
| 1Y | +44.9% | -45.5% | +90.4% | +61.8% |
| 3Y | +293.0% | -31.7% | +324.7% | +310.6% |
| All | +293.0% | -30.9% | +323.9% | +310.6% |
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