+146.9%
MA vs PINS
-15.2%
+162.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.2% | -1.2% |
| 7D | -1.8% | -5.2% | +3.5% | -0.9% |
| 30D | +1.4% | -14.9% | +16.4% | +4.0% |
| 3M | +17.7% | -8.4% | +26.2% | +19.0% |
| 6M | +9.7% | +0.6% | +9.0% | +8.7% |
| YTD | +0.5% | -22.2% | +22.7% | +3.2% |
| 1Y | -2.1% | -46.9% | +44.9% | +6.3% |
| 3Y | +40.1% | -26.9% | +67.0% | +38.3% |
| 5Y | +67.5% | -63.0% | +130.5% | +75.5% |
| All | +146.9% | -15.2% | +162.1% | +73.0% |
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