-35.5%
PINS vs BTG
+24.4%
-59.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.7% | -4.5% | +4.5% |
| 7D | +1.4% | -0.2% | +1.6% | +1.3% |
| 30D | +5.8% | -0.8% | +6.6% | +5.6% |
| 3M | -17.0% | +31.8% | -48.9% | -15.4% |
| 6M | +1.8% | +20.4% | -18.6% | +3.3% |
| YTD | -18.0% | +14.7% | -32.8% | -20.0% |
| 1Y | -35.5% | +29.4% | -64.9% | -38.2% |
| All | -35.5% | +24.4% | -59.9% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 1y: compounded portfolio wealth divided by compounded BTG 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…
1y analysis · Full analysis span regression · 6 months rolling