-62.5%
PINS vs BTI
+115.8%
-178.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -2.0% |
| 7D | -12.0% | -1.4% | -10.6% | -11.9% |
| 30D | -12.7% | -6.6% | -6.1% | -11.9% |
| 3M | -5.5% | -3.0% | -2.5% | -5.3% |
| 6M | +5.3% | -6.7% | +11.9% | +5.7% |
| YTD | -21.2% | +0.6% | -21.8% | -22.3% |
| 1Y | -45.0% | +5.6% | -50.6% | -46.5% |
| 3Y | -26.2% | +110.3% | -136.5% | -44.5% |
| All | -62.5% | +115.8% | -178.3% | -72.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling