+357.3%
JCI vs PINS
-23.0%
+380.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -9.2% | +8.2% | +0.1% |
| 7D | +4.1% | -13.9% | +17.9% | +5.8% |
| 30D | -3.8% | -25.0% | +21.2% | -0.7% |
| 3M | -1.6% | -16.6% | +15.0% | 0.0% |
| 6M | +9.5% | -7.0% | +16.5% | +9.4% |
| YTD | +21.7% | -29.4% | +51.1% | +25.2% |
| 1Y | +37.1% | -49.9% | +87.1% | +46.6% |
| 3Y | +165.2% | -33.6% | +198.8% | +164.4% |
| 5Y | +110.3% | -66.8% | +177.1% | +119.0% |
| All | +357.3% | -23.0% | +380.4% | +244.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling