-22.3%
PINS vs BHP
+156.0%
-178.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.7% | -5.9% | -4.9% |
| 7D | -2.1% | +0.9% | -3.0% | -2.4% |
| 30D | -6.6% | -6.3% | -0.4% | -4.4% |
| 3M | -18.7% | -7.1% | -11.6% | -16.9% |
| 6M | -10.4% | -3.2% | -7.2% | -11.1% |
| YTD | -26.8% | +37.9% | -64.7% | -39.3% |
| 1Y | -27.9% | +49.7% | -77.5% | -42.5% |
| 3Y | -38.7% | +51.7% | -90.4% | -52.8% |
| 5Y | -59.0% | +122.0% | -181.0% | -75.9% |
| All | -22.3% | +156.0% | -178.3% | -69.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling