+64.7%
PG vs PINS
-19.8%
+84.5%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.6% |
| 7D | -0.8% | -6.6% | +5.8% | -0.6% |
| 30D | +0.8% | -16.8% | +17.6% | +1.5% |
| 3M | -1.3% | -11.4% | +10.1% | -1.0% |
| 6M | -3.8% | -1.7% | -2.1% | -3.9% |
| YTD | +3.6% | -26.4% | +30.0% | +4.5% |
| 1Y | -5.7% | -45.5% | +39.8% | -3.9% |
| 3Y | +1.6% | -31.7% | +33.3% | +1.2% |
| 5Y | +14.6% | -64.9% | +79.5% | +16.9% |
| All | +64.7% | -19.8% | +84.5% | +39.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling