-21.9%
PINS vs BEN
+44.2%
-66.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.3% | -5.8% | -2.5% |
| 7D | -6.2% | +12.2% | -18.4% | -11.3% |
| 30D | -10.9% | +12.1% | -23.0% | -15.8% |
| 3M | -19.5% | +7.3% | -26.8% | -22.4% |
| 6M | -10.4% | +17.9% | -28.3% | -17.6% |
| YTD | -26.4% | +55.4% | -81.8% | -41.1% |
| 1Y | -29.6% | +69.3% | -99.0% | -46.1% |
| 3Y | -39.0% | +82.8% | -121.9% | -56.8% |
| 5Y | -59.1% | +28.8% | -87.9% | -66.6% |
| All | -21.9% | +44.2% | -66.1% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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