-16.4%
PINS vs BEN
+38.2%
-54.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.5% | -5.7% | -3.8% |
| 7D | -12.0% | +0.2% | -12.3% | -12.2% |
| 30D | -12.7% | -0.5% | -12.1% | -12.6% |
| 3M | -5.5% | +9.7% | -15.2% | -9.8% |
| 6M | +5.3% | +33.9% | -28.6% | -9.2% |
| YTD | -21.2% | +49.0% | -70.2% | -35.6% |
| 1Y | -45.0% | +42.1% | -87.2% | -54.2% |
| 3Y | -26.2% | +51.9% | -78.1% | -42.6% |
| 5Y | -64.0% | +39.0% | -103.0% | -71.3% |
| All | -16.4% | +38.2% | -54.6% | -44.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling