+98.7%
LOW vs PINS
-20.9%
+119.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.7% | -3.7% | -1.5% |
| 7D | -2.6% | -9.9% | +7.3% | -1.0% |
| 30D | -11.1% | -20.9% | +9.8% | -7.8% |
| 3M | -8.5% | -13.7% | +5.2% | -6.7% |
| 6M | -20.8% | -3.0% | -17.8% | -21.2% |
| YTD | -17.2% | -27.5% | +10.2% | -14.1% |
| 1Y | -24.7% | -46.8% | +22.1% | -18.2% |
| 3Y | -9.7% | -31.8% | +22.1% | -9.9% |
| 5Y | +6.0% | -65.4% | +71.4% | +12.9% |
| All | +98.7% | -20.9% | +119.7% | +34.1% |
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