+131.9%
LITE vs PINS
-29.7%
+161.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.8% |
| 7D | -13.9% | -6.9% | -7.0% | -14.5% |
| 30D | -46.9% | -11.4% | -35.5% | -47.4% |
| 3M | -28.0% | -22.2% | -5.8% | -29.6% |
| 6M | -35.2% | -10.9% | -24.3% | -35.1% |
| YTD | +58.9% | -26.8% | +85.7% | +72.7% |
| All | +131.9% | -29.7% | +161.6% | +161.7% |
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