-63.4%
PINS vs BAX
-65.4%
+2.0%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.4% |
| 7D | -12.0% | -1.1% | -10.9% | -11.8% |
| 30D | -12.7% | -5.5% | -7.2% | -11.4% |
| 3M | -5.5% | +33.5% | -39.1% | -12.0% |
| 6M | +5.3% | +35.9% | -30.6% | -2.8% |
| YTD | -21.2% | +35.4% | -56.6% | -28.2% |
| 1Y | -45.0% | +9.8% | -54.8% | -47.0% |
| 3Y | -26.2% | -32.7% | +6.5% | -19.0% |
| All | -63.4% | -65.4% | +2.0% | -48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling