-58.7%
PINS vs BTG
+43.7%
-102.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.5% | +5.9% | 0.0% |
| 7D | -6.9% | +13.0% | -19.9% | -8.1% |
| 30D | -11.4% | +1.1% | -12.6% | -11.7% |
| 3M | -22.2% | +5.3% | -27.6% | -22.9% |
| 6M | -10.9% | +1.1% | -12.0% | -11.6% |
| YTD | -26.8% | +19.2% | -46.0% | -30.2% |
| 1Y | -29.8% | +31.5% | -61.3% | -34.2% |
| 3Y | -39.0% | +94.3% | -133.3% | -49.1% |
| 5Y | -58.7% | +41.8% | -100.5% | -62.2% |
| All | -58.7% | +43.7% | -102.4% | -62.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling