+183.5%
MAR vs PINS
-58.8%
+242.3%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | +1.6% | +1.0% | +0.6% | +1.4% |
| 30D | +13.8% | -12.0% | +25.8% | +16.1% |
| 3M | +20.3% | -17.9% | +38.2% | +23.7% |
| 6M | +21.3% | -1.0% | +22.4% | +20.1% |
| YTD | +37.2% | -26.0% | +63.2% | +41.6% |
| 1Y | +48.4% | -28.5% | +76.9% | +54.0% |
| 3Y | +120.1% | -39.2% | +159.3% | +126.7% |
| All | +183.5% | -58.8% | +242.3% | +183.7% |
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