+184.1%
MA vs PINS
-19.7%
+203.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.4% |
| 7D | -0.3% | -6.2% | +5.8% | +0.7% |
| 30D | +11.3% | -10.9% | +22.3% | +13.3% |
| 3M | +16.7% | -19.5% | +36.2% | +20.4% |
| 6M | +32.8% | -10.4% | +43.2% | +34.1% |
| YTD | +15.6% | -26.4% | +42.0% | +19.5% |
| 1Y | +19.6% | -29.6% | +49.2% | +24.4% |
| 3Y | +72.1% | -39.0% | +111.1% | +75.7% |
| 5Y | +96.0% | -59.1% | +155.2% | +102.0% |
| All | +184.1% | -19.7% | +203.8% | +100.2% |
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