+116.5%
ORLY vs PINS
-66.2%
+182.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.4% | -0.7% |
| 7D | -2.1% | -9.9% | +7.8% | -1.9% |
| 30D | -7.6% | -20.9% | +13.3% | -7.2% |
| 3M | -5.5% | -13.7% | +8.3% | -5.3% |
| 6M | -9.7% | -3.0% | -6.7% | -9.8% |
| YTD | -6.2% | -27.5% | +21.2% | -5.7% |
| 1Y | -18.6% | -46.8% | +28.1% | -17.5% |
| 3Y | +33.8% | -31.8% | +65.7% | +33.2% |
| 5Y | +116.5% | -65.4% | +181.9% | +118.2% |
| All | +116.5% | -66.2% | +182.7% | +118.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling