-63.0%
PINS vs BTG
+72.2%
-135.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.6% | -1.0% |
| 7D | -5.2% | +4.8% | -10.0% | -5.7% |
| 30D | -14.9% | +8.3% | -23.3% | -15.7% |
| 3M | -8.4% | +32.3% | -40.7% | -11.3% |
| 6M | +0.6% | +3.0% | -2.3% | -0.4% |
| YTD | -22.2% | +21.9% | -44.1% | -25.8% |
| 1Y | -46.9% | +28.2% | -75.1% | -50.4% |
| 3Y | -26.9% | +99.9% | -126.8% | -39.3% |
| 5Y | -63.0% | +73.6% | -136.5% | -69.8% |
| All | -63.0% | +72.2% | -135.2% | -69.8% |
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