-39.2%
PINS vs BHP
+53.3%
-92.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.4% | +0.4% |
| 7D | +1.0% | -0.5% | +1.5% | +1.1% |
| 30D | -12.0% | -4.5% | -7.5% | -11.3% |
| 3M | -17.9% | -6.9% | -11.0% | -17.0% |
| 6M | -1.0% | -10.6% | +9.5% | +0.6% |
| YTD | -26.0% | +37.2% | -63.2% | -35.6% |
| 1Y | -28.5% | +48.0% | -76.5% | -39.6% |
| 3Y | -39.2% | +52.6% | -91.7% | -51.2% |
| All | -39.2% | +53.3% | -92.5% | -51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling