+10.2%
KHC vs PINS
-15.2%
+25.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.3% |
| 7D | -2.2% | -5.2% | +3.0% | -2.0% |
| 30D | -0.1% | -14.9% | +14.9% | +0.6% |
| 3M | +8.3% | -8.4% | +16.8% | +8.7% |
| 6M | +5.0% | +0.6% | +4.3% | +4.9% |
| YTD | +8.0% | -22.2% | +30.2% | +8.9% |
| 1Y | -1.1% | -46.9% | +45.8% | +1.1% |
| 3Y | -10.7% | -26.9% | +16.2% | -11.4% |
| 5Y | -13.5% | -63.0% | +49.5% | -10.7% |
| All | +10.2% | -15.2% | +25.4% | -12.9% |
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