+1,265.8%
LLY vs PINS
-20.2%
+1,286.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.5% |
| 7D | +1.6% | -6.9% | +8.6% | +2.1% |
| 30D | +21.5% | -11.4% | +32.9% | +22.4% |
| 3M | +16.4% | -22.2% | +38.7% | +18.2% |
| 6M | +51.5% | -10.9% | +62.4% | +52.1% |
| YTD | +33.9% | -26.8% | +60.7% | +35.9% |
| 1Y | +49.1% | -29.8% | +78.9% | +51.7% |
| 3Y | +144.6% | -39.0% | +183.6% | +147.6% |
| 5Y | +466.3% | -58.7% | +525.0% | +475.2% |
| All | +1,265.8% | -20.2% | +1,286.0% | +1,032.4% |
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