-21.9%
PINS vs AEIS
+291.4%
-313.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +11.3% | -10.8% | -3.3% |
| 7D | -6.2% | +1.0% | -7.1% | -7.5% |
| 30D | -10.9% | -24.0% | +13.1% | -3.9% |
| 3M | -19.5% | -32.5% | +13.0% | -11.1% |
| 6M | -10.4% | -38.6% | +28.2% | -1.8% |
| YTD | -26.4% | +4.8% | -31.2% | -39.2% |
| 1Y | -29.6% | +1.3% | -31.0% | -41.3% |
| 3Y | -39.0% | +159.2% | -198.3% | -71.3% |
| 5Y | -59.1% | +140.8% | -199.9% | -80.5% |
| All | -21.9% | +291.4% | -313.2% | -74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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