+120.4%
MSTR vs PINS
-64.0%
+184.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.8% | -0.3% |
| 7D | +12.2% | -12.0% | +24.2% | +19.3% |
| 30D | +45.2% | -12.7% | +57.8% | +54.3% |
| 3M | +10.4% | -5.5% | +15.9% | +12.1% |
| 6M | -2.5% | +5.3% | -7.7% | -8.0% |
| YTD | -6.0% | -21.2% | +15.2% | +1.4% |
| 1Y | -56.4% | -45.0% | -11.4% | -44.0% |
| 3Y | +306.3% | -26.2% | +332.5% | +294.3% |
| All | +120.4% | -64.0% | +184.4% | +134.0% |
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