-17.5%
PINS vs APTV
-48.8%
+31.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.6% | +3.4% | +0.8% |
| 7D | -5.2% | +2.0% | -7.2% | -6.2% |
| 30D | -14.9% | -7.7% | -7.2% | -11.9% |
| 3M | -8.4% | -34.0% | +25.6% | +8.5% |
| 6M | +0.6% | -37.1% | +37.7% | +19.0% |
| YTD | -22.2% | -39.9% | +17.7% | -7.2% |
| 1Y | -46.9% | -44.4% | -2.5% | -34.6% |
| 3Y | -26.9% | -54.5% | +27.6% | -5.5% |
| 5Y | -63.0% | -69.1% | +6.1% | -42.8% |
| All | -17.5% | -48.8% | +31.3% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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