-21.9%
PINS vs AZO
+174.3%
-196.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.5% |
| 7D | -6.6% | -3.6% | -3.0% | -5.4% |
| 30D | -16.8% | -5.6% | -11.3% | -15.1% |
| 3M | -11.4% | -6.6% | -4.7% | -9.5% |
| 6M | -1.7% | -22.5% | +20.8% | +6.9% |
| YTD | -26.4% | -15.2% | -11.2% | -23.7% |
| 1Y | -45.5% | -33.9% | -11.6% | -37.6% |
| 3Y | -31.7% | +11.8% | -43.6% | -40.2% |
| 5Y | -64.9% | +85.5% | -150.4% | -78.0% |
| All | -21.9% | +174.3% | -196.2% | -64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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