-60.1%
PINS vs AUR
-57.9%
-2.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.2% | +3.4% | +0.7% |
| 7D | +1.0% | -4.5% | +5.5% | +1.8% |
| 30D | -12.0% | -16.6% | +4.6% | -9.5% |
| 3M | -17.9% | -38.5% | +20.6% | -11.3% |
| 6M | -1.0% | -49.9% | +48.8% | +10.2% |
| YTD | -26.0% | +9.6% | -35.7% | -30.3% |
| 1Y | -28.5% | +1.2% | -29.7% | -31.8% |
| 3Y | -39.2% | +128.8% | -168.0% | -59.2% |
| All | -60.1% | -57.9% | -2.2% | -68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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