+27.5%
MDT vs PINS
-28.3%
+55.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | -1.8% |
| 7D | +0.4% | -5.2% | +5.6% | +0.7% |
| 30D | +6.0% | -14.9% | +20.9% | +7.0% |
| 3M | +15.5% | -8.4% | +23.9% | +16.0% |
| 6M | +3.4% | +0.6% | +2.7% | +3.2% |
| YTD | -2.2% | -22.2% | +20.0% | -1.0% |
| 1Y | +2.6% | -46.9% | +49.5% | +5.9% |
| 3Y | +27.5% | -26.9% | +54.4% | +26.6% |
| All | +27.5% | -28.3% | +55.8% | +26.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling