+102.7%
NOK vs PINS
-66.4%
+169.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -9.2% | +10.3% | +2.2% |
| 7D | +9.3% | -13.9% | +23.2% | +11.3% |
| 30D | +17.9% | -25.0% | +42.8% | +22.0% |
| 3M | -22.3% | -16.6% | -5.7% | -20.9% |
| 6M | +36.4% | -7.0% | +43.3% | +36.0% |
| YTD | +66.3% | -29.4% | +95.7% | +71.9% |
| 1Y | +134.4% | -49.9% | +184.3% | +153.5% |
| 3Y | +186.6% | -33.6% | +220.2% | +184.9% |
| 5Y | +102.7% | -66.8% | +169.5% | +111.3% |
| All | +102.7% | -66.4% | +169.1% | +111.3% |
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