-22.3%
PINS vs BAX
-60.7%
+38.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.5% | -4.7% | -4.4% |
| 7D | -2.1% | +12.1% | -14.2% | -5.5% |
| 30D | -6.6% | +7.6% | -14.2% | -8.7% |
| 3M | -18.7% | -4.5% | -14.3% | -17.6% |
| 6M | -10.4% | +52.0% | -62.4% | -21.4% |
| YTD | -26.8% | +35.1% | -61.9% | -34.8% |
| 1Y | -27.9% | +43.7% | -71.6% | -37.3% |
| 3Y | -38.7% | -20.9% | -17.7% | -36.6% |
| 5Y | -59.0% | -63.5% | +4.6% | -41.4% |
| All | -22.3% | -60.7% | +38.4% | +2.5% |
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