+137.4%
ORCL vs PINS
-20.2%
+157.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.0% | +1.4% |
| 7D | -11.2% | -2.1% | -9.1% | -11.0% |
| 30D | -18.8% | -6.6% | -12.2% | -18.0% |
| 3M | -18.8% | -18.7% | 0.0% | -16.5% |
| 6M | -39.7% | -10.4% | -29.3% | -39.1% |
| YTD | -39.6% | -26.8% | -12.9% | -37.5% |
| 1Y | -51.7% | -27.9% | -23.9% | -49.9% |
| 3Y | +10.2% | -38.7% | +48.9% | +14.2% |
| 5Y | +30.8% | -59.0% | +89.8% | +35.4% |
| All | +137.4% | -20.2% | +157.6% | +83.3% |
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 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