+10.9%
NEE vs PINS
-63.8%
+74.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.8% | +0.5% |
| 7D | +1.1% | -5.2% | +6.3% | +1.3% |
| 30D | -0.2% | -14.9% | +14.7% | +0.5% |
| 3M | +0.5% | -8.4% | +8.9% | +0.8% |
| 6M | -6.5% | +0.6% | -7.2% | -6.9% |
| YTD | +6.7% | -22.2% | +28.9% | +7.8% |
| 1Y | +23.6% | -46.9% | +70.5% | +27.8% |
| 3Y | +37.1% | -26.9% | +64.0% | +34.5% |
| 5Y | +10.9% | -63.0% | +73.9% | +8.9% |
| All | +10.9% | -63.8% | +74.8% | +8.9% |
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