+107.6%
LMT vs PINS
-58.3%
+166.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.3% | +1.2% |
| 7D | +2.5% | -9.4% | +11.9% | +2.5% |
| 30D | +19.2% | -10.2% | +29.4% | +19.1% |
| 3M | +2.7% | -19.0% | +21.7% | +2.6% |
| 6M | +20.6% | -7.4% | +28.0% | +20.6% |
| YTD | +28.4% | -25.7% | +54.1% | +28.5% |
| 1Y | +36.9% | -29.7% | +66.6% | +37.0% |
| 3Y | +48.5% | -38.1% | +86.7% | +48.1% |
| 5Y | +107.6% | -57.3% | +164.9% | +108.5% |
| All | +107.6% | -58.3% | +166.0% | +108.5% |
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