+6.8%
NOW vs PINS
-64.0%
+70.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.8% | -2.2% |
| 7D | -2.4% | -12.0% | +9.6% | +2.1% |
| 30D | +20.5% | -12.7% | +33.2% | +26.3% |
| 3M | +18.3% | -5.5% | +23.9% | +20.4% |
| 6M | +24.1% | +5.3% | +18.8% | +21.9% |
| YTD | -7.8% | -21.2% | +13.4% | -1.0% |
| 1Y | -21.4% | -45.0% | +23.6% | -5.9% |
| 3Y | +19.5% | -26.2% | +45.8% | +19.3% |
| All | +6.8% | -64.0% | +70.9% | +9.0% |
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