+483.3%
LLY vs PINS
-58.8%
+542.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +6.7% | +1.0% | +5.7% | +6.7% |
| 30D | +19.6% | -12.0% | +31.6% | +20.3% |
| 3M | +19.7% | -17.9% | +37.6% | +20.7% |
| 6M | +42.7% | -1.0% | +43.8% | +42.4% |
| YTD | +35.1% | -26.0% | +61.2% | +36.7% |
| 1Y | +42.2% | -28.5% | +70.6% | +44.1% |
| 3Y | +140.8% | -39.2% | +180.0% | +143.3% |
| All | +483.3% | -58.8% | +542.1% | +472.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling