+141.3%
ORCL vs PINS
-20.2%
+161.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.4% |
| 7D | -6.5% | -6.9% | +0.4% | -5.5% |
| 30D | -16.6% | -11.4% | -5.1% | -15.1% |
| 3M | -21.6% | -22.2% | +0.6% | -18.9% |
| 6M | -39.4% | -10.9% | -28.5% | -38.6% |
| YTD | -38.7% | -26.8% | -11.9% | -36.5% |
| 1Y | -50.4% | -29.8% | -20.5% | -48.3% |
| 3Y | +8.1% | -39.0% | +47.1% | +12.1% |
| 5Y | +34.5% | -58.7% | +93.2% | +39.1% |
| All | +141.3% | -20.2% | +161.5% | +86.3% |
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 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