-7.0%
IBM vs PINS
-47.0%
+40.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.0% |
| 7D | +0.3% | -5.2% | +5.5% | +1.2% |
| 30D | -1.5% | -14.9% | +13.5% | +1.2% |
| 3M | -16.8% | -8.4% | -8.3% | -15.9% |
| 6M | -9.0% | +0.6% | -9.7% | -10.0% |
| YTD | -20.1% | -22.2% | +2.2% | -21.1% |
| 1Y | -7.0% | -46.9% | +39.9% | -3.3% |
| All | -7.0% | -47.0% | +40.0% | -3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling