+10.9%
MO vs PINS
-47.9%
+58.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +1.5% |
| 7D | -1.0% | -9.9% | +8.9% | -1.5% |
| 30D | +5.8% | -20.9% | +26.7% | +4.5% |
| 3M | -4.5% | -13.7% | +9.2% | -5.1% |
| 6M | +5.7% | -3.0% | +8.8% | +6.5% |
| YTD | +23.1% | -27.5% | +50.6% | +23.0% |
| 1Y | +10.9% | -46.8% | +57.7% | +9.4% |
| All | +10.9% | -47.9% | +58.8% | +9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling