+57.9%
NOK vs PINS
-19.4%
+77.3%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.6% |
| 7D | +5.4% | +1.0% | +4.4% | +5.2% |
| 30D | -14.1% | -12.0% | -2.2% | -12.9% |
| 3M | -23.6% | -17.9% | -5.7% | -22.1% |
| 6M | -45.1% | -1.0% | -44.1% | -45.6% |
| YTD | +24.7% | -26.0% | +50.8% | +27.4% |
| 1Y | +19.0% | -28.5% | +47.5% | +22.1% |
| 3Y | +147.0% | -39.2% | +186.2% | +151.0% |
| 5Y | +58.2% | -58.3% | +116.5% | +59.7% |
| All | +57.9% | -19.4% | +77.3% | +12.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling