+91.9%
MO vs PINS
-33.7%
+125.6%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.2% | +8.8% | -0.7% |
| 7D | -2.4% | -13.9% | +11.5% | -2.9% |
| 30D | +3.6% | -25.0% | +28.6% | +2.6% |
| 3M | -3.7% | -16.6% | +12.9% | -4.2% |
| 6M | +4.5% | -7.0% | +11.5% | +4.6% |
| YTD | +21.5% | -29.4% | +50.9% | +21.0% |
| 1Y | +9.5% | -49.9% | +59.4% | +8.3% |
| All | +91.9% | -33.7% | +125.6% | +84.0% |
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