+581.8%
IBKR vs PINS
-20.9%
+602.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.7% | -3.7% | -1.4% |
| 7D | -3.8% | -9.9% | +6.1% | -2.1% |
| 30D | -0.3% | -20.9% | +20.6% | +3.7% |
| 3M | +4.8% | -13.7% | +18.5% | +6.9% |
| 6M | +30.8% | -3.0% | +33.8% | +30.2% |
| YTD | +39.5% | -27.5% | +66.9% | +45.3% |
| 1Y | +43.7% | -46.8% | +90.4% | +57.2% |
| 3Y | +284.7% | -31.8% | +316.5% | +292.7% |
| 5Y | +484.9% | -65.4% | +550.3% | +523.7% |
| All | +581.8% | -20.9% | +602.7% | +418.6% |
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 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