+54.5%
PCG vs PINS
-64.0%
+118.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.2% | +4.6% | +2.6% |
| 7D | -13.9% | -12.0% | -1.8% | -12.7% |
| 30D | -16.9% | -12.7% | -4.2% | -15.7% |
| 3M | -14.7% | -5.5% | -9.2% | -14.3% |
| 6M | -23.8% | +5.3% | -29.1% | -24.4% |
| YTD | -10.5% | -21.2% | +10.7% | -8.9% |
| 1Y | -5.1% | -45.0% | +39.9% | 0.0% |
| 3Y | -11.6% | -26.2% | +14.6% | -12.8% |
| All | +54.5% | -64.0% | +118.5% | +61.1% |
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