+32.6%
NET vs PINS
-52.6%
+85.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.2% | -6.8% | -5.1% |
| 7D | -16.4% | +1.4% | -17.8% | -17.3% |
| 30D | -25.8% | +5.8% | -31.6% | -28.9% |
| 3M | -11.5% | -17.0% | +5.5% | -3.7% |
| 6M | +18.9% | +1.8% | +17.1% | +12.6% |
| YTD | +35.2% | -18.0% | +53.3% | +42.0% |
| 1Y | +14.5% | -35.5% | +50.0% | +37.2% |
| 3Y | +313.8% | -31.4% | +345.2% | +324.1% |
| 5Y | +32.6% | -51.4% | +83.9% | +74.7% |
| All | +32.6% | -52.6% | +85.2% | +74.7% |
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