+13.8%
ORCL vs PINS
-38.3%
+52.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.5% | -1.4% |
| 7D | +8.0% | +1.0% | +7.0% | +7.7% |
| 30D | -4.0% | -12.0% | +8.0% | -1.1% |
| 3M | -19.5% | -17.9% | -1.6% | -15.9% |
| 6M | -33.5% | -1.0% | -32.4% | -33.7% |
| YTD | -34.8% | -26.0% | -8.8% | -31.3% |
| 1Y | -41.6% | -28.5% | -13.2% | -38.0% |
| 3Y | +13.8% | -39.2% | +52.9% | +18.6% |
| All | +13.8% | -38.3% | +52.0% | +18.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling