-21.9%
PINS vs BHP
+165.5%
-187.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.2% | -0.9% |
| 7D | -6.2% | +3.5% | -9.6% | -7.4% |
| 30D | -10.9% | -4.5% | -6.5% | -9.5% |
| 3M | -19.5% | -6.4% | -13.2% | -18.0% |
| 6M | -10.4% | -0.1% | -10.3% | -12.1% |
| YTD | -26.4% | +43.0% | -69.4% | -39.9% |
| 1Y | -29.6% | +56.5% | -86.2% | -44.9% |
| 3Y | -39.0% | +62.0% | -101.1% | -54.4% |
| 5Y | -59.1% | +130.4% | -189.5% | -76.3% |
| All | -21.9% | +165.5% | -187.4% | -69.5% |
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