+145.5%
MO vs PINS
-38.3%
+183.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.8% | +0.9% |
| 7D | +3.3% | +1.0% | +2.3% | +3.4% |
| 30D | +7.5% | -12.0% | +19.5% | +7.0% |
| 3M | +22.8% | -17.9% | +40.6% | +21.8% |
| 6M | +13.4% | -1.0% | +14.4% | +13.8% |
| YTD | +43.0% | -26.0% | +69.0% | +42.3% |
| 1Y | +45.2% | -28.5% | +73.7% | +44.4% |
| 3Y | +145.5% | -39.2% | +184.7% | +137.4% |
| All | +145.5% | -38.3% | +183.8% | +137.4% |
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 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