+14.1%
PCG vs PINS
-58.9%
+73.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.2% | +2.2% | -1.6% |
| 7D | -1.6% | -2.1% | +0.5% | -1.4% |
| 30D | +1.4% | -6.6% | +8.1% | +1.9% |
| 3M | -23.4% | -18.7% | -4.7% | -22.0% |
| 6M | -19.4% | -10.4% | -9.0% | -18.8% |
| YTD | -18.5% | -26.8% | +8.3% | -16.6% |
| 1Y | -19.5% | -27.9% | +8.3% | -17.6% |
| 3Y | -21.0% | -38.7% | +17.7% | -20.2% |
| All | +14.1% | -58.9% | +73.1% | +18.0% |
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