-17.5%
PINS vs BTI
+136.1%
-153.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | -5.2% | -1.4% | -3.8% | -4.8% |
| 30D | -14.9% | -7.0% | -7.9% | -13.2% |
| 3M | -8.4% | -6.3% | -2.1% | -7.0% |
| 6M | +0.6% | -2.0% | +2.6% | -0.1% |
| YTD | -22.2% | +0.2% | -22.4% | -23.7% |
| 1Y | -46.9% | +3.8% | -50.7% | -48.7% |
| 3Y | -26.9% | +112.1% | -139.0% | -48.5% |
| 5Y | -63.0% | +113.6% | -176.6% | -74.3% |
| All | -17.5% | +136.1% | -153.6% | -50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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