-21.9%
PINS vs BAX
-59.8%
+37.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | -0.2% |
| 7D | -6.2% | +9.0% | -15.2% | -8.7% |
| 30D | -10.9% | +8.5% | -19.4% | -13.1% |
| 3M | -19.5% | -4.1% | -15.4% | -18.5% |
| 6M | -10.4% | +46.9% | -57.3% | -20.6% |
| YTD | -26.4% | +38.4% | -64.8% | -35.0% |
| 1Y | -29.6% | +47.0% | -76.6% | -39.3% |
| 3Y | -39.0% | -14.9% | -24.1% | -38.8% |
| 5Y | -59.1% | -62.5% | +3.4% | -42.1% |
| All | -21.9% | -59.8% | +37.9% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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