+40.4%
MSTR vs PINS
-58.8%
+99.2%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.2% | -2.6% | -2.5% |
| 7D | -13.4% | +1.0% | -14.4% | -13.9% |
| 30D | -22.1% | -12.0% | -10.1% | -16.3% |
| 3M | +15.0% | -17.9% | +32.8% | +26.7% |
| 6M | -37.3% | -1.0% | -36.3% | -38.5% |
| YTD | -26.5% | -26.0% | -0.5% | -17.8% |
| 1Y | -46.5% | -28.5% | -18.0% | -39.0% |
| 3Y | +121.1% | -39.2% | +160.3% | +145.1% |
| All | +40.4% | -58.8% | +99.2% | +44.2% |
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