+166.4%
MRK vs PINS
-19.4%
+185.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | +0.7% | +1.0% | -0.3% | +0.6% |
| 30D | +0.3% | -12.0% | +12.3% | +0.9% |
| 3M | +9.7% | -17.9% | +27.5% | +10.6% |
| 6M | +32.0% | -1.0% | +33.0% | +31.6% |
| YTD | +43.3% | -26.0% | +69.3% | +44.8% |
| 1Y | +63.7% | -28.5% | +92.1% | +65.7% |
| 3Y | +58.0% | -39.2% | +97.2% | +59.0% |
| 5Y | +105.0% | -58.3% | +163.3% | +108.1% |
| All | +166.4% | -19.4% | +185.8% | +116.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling