-50.9%
PINS vs AMIX
-100.0%
+49.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -20.0% | +21.5% | +1.8% |
| 7D | -9.4% | -8.1% | -1.3% | -9.3% |
| 30D | -10.2% | -52.3% | +42.0% | -9.4% |
| 3M | -19.0% | -83.8% | +64.7% | -17.1% |
| 6M | -7.4% | -79.0% | +71.6% | -8.8% |
| YTD | -25.7% | -87.2% | +61.5% | -26.8% |
| 1Y | -29.7% | -91.7% | +62.0% | -30.7% |
| All | -50.9% | -100.0% | +49.0% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 3y: compounded portfolio wealth divided by compounded AMIX 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…
3y analysis · Full analysis span regression · 6 months rolling