+131.4%
LMT vs PINS
-19.4%
+150.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | +5.1% | +1.0% | +4.1% | +5.1% |
| 30D | +14.1% | -12.0% | +26.1% | +14.7% |
| 3M | +0.3% | -17.9% | +18.2% | +1.0% |
| 6M | +16.1% | -1.0% | +17.1% | +15.8% |
| YTD | +25.5% | -26.0% | +51.5% | +26.5% |
| 1Y | +34.1% | -28.5% | +62.6% | +35.4% |
| 3Y | +45.1% | -39.2% | +84.3% | +45.5% |
| 5Y | +100.9% | -58.3% | +159.3% | +104.0% |
| All | +131.4% | -19.4% | +150.8% | +90.6% |
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