-66.8%
PINS vs AZO
+86.9%
-153.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -1.4% | -7.9% | -9.0% |
| 7D | -13.9% | -0.8% | -13.1% | -13.7% |
| 30D | -25.0% | -5.1% | -19.9% | -24.4% |
| 3M | -16.6% | -7.2% | -9.4% | -15.8% |
| 6M | -7.0% | -20.7% | +13.8% | -4.1% |
| YTD | -29.4% | -14.2% | -15.2% | -28.8% |
| 1Y | -49.9% | -32.2% | -17.8% | -47.1% |
| 3Y | -33.6% | +11.1% | -44.8% | -38.9% |
| 5Y | -66.8% | +87.6% | -154.4% | -74.6% |
| All | -66.8% | +86.9% | -153.8% | -74.6% |
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