+222.5%
ORLY vs PINS
-15.2%
+237.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -2.2% |
| 7D | -2.3% | -5.2% | +2.9% | -2.0% |
| 30D | -8.2% | -14.9% | +6.8% | -7.3% |
| 3M | -3.5% | -8.4% | +4.9% | -3.2% |
| 6M | -9.2% | +0.6% | -9.9% | -9.6% |
| YTD | -5.8% | -22.2% | +16.4% | -4.8% |
| 1Y | -19.3% | -46.9% | +27.7% | -16.5% |
| 3Y | +34.4% | -26.9% | +61.3% | +33.2% |
| 5Y | +117.8% | -63.0% | +180.8% | +124.3% |
| All | +222.5% | -15.2% | +237.7% | +142.3% |
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