-23.0%
PINS vs BDX
+15.0%
-38.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.9% | +4.6% | +3.4% |
| 7D | -9.9% | -5.4% | -4.5% | -8.2% |
| 30D | -20.9% | -2.2% | -18.7% | -20.4% |
| 3M | -13.7% | +20.1% | -33.8% | -19.3% |
| 6M | -3.0% | +9.1% | -12.1% | -6.3% |
| YTD | -27.5% | +17.9% | -45.3% | -32.2% |
| 1Y | -46.8% | +22.1% | -68.9% | -50.9% |
| 3Y | -31.8% | -10.5% | -21.3% | -30.7% |
| 5Y | -65.4% | -2.6% | -62.8% | -66.6% |
| All | -23.0% | +15.0% | -38.1% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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