+9.0%
MSFT vs PINS
-35.1%
+44.0%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +4.2% | +2.5% | +5.9% |
| 7D | +4.7% | +1.4% | +3.2% | +4.4% |
| 30D | +5.8% | +5.8% | 0.0% | +4.6% |
| 3M | +13.0% | -17.0% | +30.0% | +16.3% |
| 6M | +34.9% | +1.8% | +33.1% | +33.3% |
| YTD | +15.7% | -18.0% | +33.7% | +13.3% |
| 1Y | +9.0% | -35.5% | +44.5% | +7.7% |
| All | +9.0% | -35.1% | +44.0% | +7.7% |
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