+187.8%
JCI vs PINS
-38.3%
+226.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -5.9% | -6.9% | +1.1% | -5.7% |
| 30D | -10.4% | -11.4% | +1.1% | -10.1% |
| 3M | -6.1% | -22.2% | +16.1% | -5.5% |
| 6M | +1.7% | -10.9% | +12.6% | +1.9% |
| YTD | +18.9% | -26.8% | +45.7% | +20.7% |
| 1Y | +16.1% | -29.8% | +46.0% | +18.3% |
| 3Y | +187.8% | -39.0% | +226.8% | +180.2% |
| All | +187.8% | -38.3% | +226.1% | +180.2% |
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