-22.3%
PINS vs BUD
+4.9%
-27.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.5% | -2.7% | -3.6% |
| 7D | -2.1% | +4.5% | -6.5% | -3.7% |
| 30D | -6.6% | +12.5% | -19.2% | -10.8% |
| 3M | -18.7% | 0.0% | -18.7% | -18.7% |
| 6M | -10.4% | +3.8% | -14.2% | -12.0% |
| YTD | -26.8% | +33.1% | -59.8% | -35.7% |
| 1Y | -27.9% | +35.5% | -63.4% | -37.2% |
| 3Y | -38.7% | +49.4% | -88.1% | -50.6% |
| 5Y | -59.0% | +48.0% | -107.0% | -67.0% |
| All | -22.3% | +4.9% | -27.2% | -31.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling