-58.7%
PINS vs BUD
+51.3%
-109.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -1.0% |
| 7D | -6.9% | +6.0% | -13.0% | -9.1% |
| 30D | -11.4% | +11.3% | -22.7% | -15.1% |
| 3M | -22.2% | +3.6% | -25.8% | -23.3% |
| 6M | -10.9% | +7.7% | -18.6% | -13.8% |
| YTD | -26.8% | +36.4% | -63.2% | -37.0% |
| 1Y | -29.8% | +37.8% | -67.7% | -40.0% |
| 3Y | -39.0% | +51.2% | -90.3% | -53.2% |
| 5Y | -58.7% | +53.4% | -112.1% | -69.9% |
| All | -58.7% | +51.3% | -109.9% | -69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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