+62.3%
NOK vs PINS
-57.9%
+120.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.8% |
| 7D | +11.0% | -3.4% | +14.4% | +11.4% |
| 30D | -16.0% | -14.5% | -1.5% | -14.5% |
| 3M | -19.8% | -16.5% | -3.3% | -18.3% |
| 6M | -37.1% | -7.0% | -30.1% | -37.2% |
| YTD | +28.0% | -26.1% | +54.1% | +31.2% |
| 1Y | +17.9% | -30.0% | +48.0% | +21.8% |
| 3Y | +152.7% | -38.5% | +191.2% | +155.4% |
| 5Y | +62.3% | -58.4% | +120.7% | +54.3% |
| All | +62.3% | -57.9% | +120.2% | +54.3% |
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