+957.9%
MU vs PINS
-57.9%
+1,015.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | +21.6% | -3.4% | +25.0% | +22.6% |
| 30D | -16.2% | -14.5% | -1.7% | -13.1% |
| 3M | -12.4% | -16.5% | +4.1% | -9.2% |
| 6M | +4.2% | -7.0% | +11.2% | +3.5% |
| YTD | +180.0% | -26.1% | +206.1% | +191.4% |
| 1Y | +226.4% | -30.0% | +256.4% | +245.2% |
| 3Y | +969.7% | -38.5% | +1,008.2% | +1,016.1% |
| 5Y | +957.9% | -58.4% | +1,016.3% | +859.9% |
| All | +957.9% | -57.9% | +1,015.9% | +859.9% |
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