-16.4%
PINS vs BDX
+19.8%
-36.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.6% | -1.6% |
| 7D | -12.0% | -2.5% | -9.5% | -11.2% |
| 30D | -12.7% | +8.3% | -20.9% | -15.1% |
| 3M | -5.5% | +24.4% | -29.9% | -12.6% |
| 6M | +5.3% | +9.2% | -3.9% | +1.7% |
| YTD | -21.2% | +22.7% | -43.9% | -27.3% |
| 1Y | -45.0% | +25.9% | -70.9% | -49.8% |
| 3Y | -26.2% | -10.5% | -15.7% | -24.8% |
| 5Y | -64.0% | +1.9% | -65.9% | -65.8% |
| All | -16.4% | +19.8% | -36.2% | -25.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling