+197.5%
NOW vs PINS
-14.1%
+211.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.8% | -2.3% |
| 7D | -2.4% | -12.0% | +9.6% | +1.7% |
| 30D | +20.5% | -12.7% | +33.2% | +25.8% |
| 3M | +18.3% | -5.5% | +23.9% | +20.3% |
| 6M | +24.1% | +5.3% | +18.8% | +22.2% |
| YTD | -7.8% | -21.2% | +13.4% | -1.5% |
| 1Y | -21.4% | -45.0% | +23.6% | -7.2% |
| 3Y | +19.5% | -26.2% | +45.8% | +21.0% |
| 5Y | +4.1% | -64.0% | +68.0% | +19.3% |
| All | +197.5% | -14.1% | +211.6% | +122.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling