-17.5%
PINS vs BHP
+194.8%
-212.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -2.0% |
| 7D | -5.2% | +1.3% | -6.5% | -5.7% |
| 30D | -14.9% | +4.0% | -18.9% | -16.4% |
| 3M | -8.4% | +12.3% | -20.7% | -13.4% |
| 6M | +0.6% | +30.8% | -30.2% | -12.0% |
| YTD | -22.2% | +58.8% | -81.0% | -38.7% |
| 1Y | -46.9% | +76.8% | -123.8% | -60.4% |
| 3Y | -26.9% | +87.5% | -114.4% | -48.4% |
| 5Y | -63.0% | +123.9% | -186.9% | -77.7% |
| All | -17.5% | +194.8% | -212.2% | -68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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