+64.1%
MSFT vs PINS
-58.9%
+123.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.2% | +3.2% | -0.1% |
| 7D | +1.7% | -2.1% | +3.7% | +2.1% |
| 30D | +0.2% | -6.6% | +6.8% | +1.4% |
| 3M | +6.4% | -18.7% | +25.1% | +10.4% |
| 6M | +28.7% | -10.4% | +39.1% | +30.4% |
| YTD | +10.4% | -26.8% | +37.2% | +15.3% |
| 1Y | +7.6% | -27.9% | +35.5% | +12.6% |
| 3Y | +52.3% | -38.7% | +91.0% | +57.0% |
| All | +64.1% | -58.9% | +123.0% | +61.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling