+223.5%
ORCL vs PINS
-14.1%
+237.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.2% | +5.2% | +3.4% |
| 7D | +5.3% | -12.0% | +17.3% | +7.2% |
| 30D | +10.0% | -12.7% | +22.6% | +12.1% |
| 3M | -32.6% | -5.5% | -27.1% | -32.2% |
| 6M | +4.9% | +5.3% | -0.3% | +3.9% |
| YTD | -17.8% | -21.2% | +3.5% | -15.6% |
| 1Y | -28.0% | -45.0% | +17.1% | -22.9% |
| 3Y | +36.0% | -26.2% | +62.2% | +37.5% |
| 5Y | +88.7% | -64.0% | +152.7% | +97.3% |
| All | +223.5% | -14.1% | +237.6% | +147.6% |
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 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