+43.4%
MMM vs PINS
-58.8%
+102.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.1% | -1.0% |
| 7D | -0.4% | +1.0% | -1.4% | -0.5% |
| 30D | +12.1% | -12.0% | +24.1% | +13.7% |
| 3M | +1.4% | -17.9% | +19.3% | +3.4% |
| 6M | +26.6% | -1.0% | +27.6% | +26.0% |
| YTD | +16.8% | -26.0% | +42.9% | +19.6% |
| 1Y | +10.1% | -28.5% | +38.6% | +13.1% |
| 3Y | +158.4% | -39.2% | +197.6% | +163.7% |
| All | +43.4% | -58.8% | +102.2% | +38.2% |
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 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