+156.4%
MAR vs PINS
-63.8%
+220.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -2.1% |
| 7D | -1.7% | -5.2% | +3.5% | -0.9% |
| 30D | -6.9% | -14.9% | +8.0% | -4.6% |
| 3M | -15.8% | -8.4% | -7.4% | -15.1% |
| 6M | +1.9% | +0.6% | +1.3% | +0.8% |
| YTD | +6.6% | -22.2% | +28.8% | +9.4% |
| 1Y | +23.7% | -46.9% | +70.6% | +34.6% |
| 3Y | +64.6% | -26.9% | +91.5% | +64.3% |
| 5Y | +156.4% | -63.0% | +219.3% | +144.9% |
| All | +156.4% | -63.8% | +220.2% | +144.9% |
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