-39.2%
PINS vs BAX
-18.0%
-21.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | +0.1% |
| 7D | +1.0% | +0.1% | +0.9% | +1.0% |
| 30D | -12.0% | +4.1% | -16.1% | -12.7% |
| 3M | -17.9% | -4.5% | -13.3% | -17.2% |
| 6M | -1.0% | +49.2% | -50.3% | -7.5% |
| YTD | -26.0% | +35.2% | -61.3% | -30.6% |
| 1Y | -28.5% | +38.3% | -66.8% | -33.3% |
| 3Y | -39.2% | -19.0% | -20.1% | -35.3% |
| All | -39.2% | -18.0% | -21.2% | -35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling