-21.5%
PINS vs BTG
+129.6%
-151.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.3% |
| 7D | +1.0% | -9.1% | +10.1% | +2.3% |
| 30D | -12.0% | -1.6% | -10.4% | -12.0% |
| 3M | -17.9% | -2.8% | -15.1% | -18.0% |
| 6M | -1.0% | -7.6% | +6.6% | -1.2% |
| YTD | -26.0% | +10.2% | -36.3% | -29.8% |
| 1Y | -28.5% | +21.3% | -49.7% | -33.5% |
| 3Y | -39.2% | +82.7% | -121.9% | -50.2% |
| 5Y | -58.3% | +30.8% | -89.1% | -64.2% |
| All | -21.5% | +129.6% | -151.2% | -26.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling