+361.9%
JCI vs PINS
-15.2%
+377.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.1% |
| 7D | +5.1% | -5.2% | +10.3% | +5.8% |
| 30D | -3.8% | -14.9% | +11.1% | -2.1% |
| 3M | +1.9% | -8.4% | +10.3% | +2.5% |
| 6M | +11.2% | +0.6% | +10.5% | +10.2% |
| YTD | +22.9% | -22.2% | +45.2% | +25.1% |
| 1Y | +37.4% | -46.9% | +84.3% | +46.0% |
| 3Y | +167.8% | -26.9% | +194.7% | +164.2% |
| 5Y | +115.0% | -63.0% | +178.0% | +121.1% |
| All | +361.9% | -15.2% | +377.1% | +244.5% |
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