-60.1%
PINS vs AZO
+72.0%
-132.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | +0.1% |
| 7D | +1.0% | +1.3% | -0.3% | +0.8% |
| 30D | -12.0% | +12.0% | -23.9% | -13.5% |
| 3M | -17.9% | +7.2% | -25.1% | -18.8% |
| 6M | -1.0% | -3.2% | +2.1% | -1.0% |
| YTD | -26.0% | -3.9% | -22.1% | -26.8% |
| 1Y | -28.5% | -14.7% | -13.8% | -27.5% |
| 3Y | -39.2% | +20.4% | -59.6% | -44.5% |
| All | -60.1% | +72.0% | -132.0% | -68.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling