-16.4%
PINS vs BUD
+0.4%
-16.8%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.3% | -2.2% |
| 7D | -12.0% | +0.3% | -12.3% | -12.1% |
| 30D | -12.7% | -5.7% | -7.0% | -10.7% |
| 3M | -5.5% | +3.1% | -8.6% | -6.9% |
| 6M | +5.3% | +7.9% | -2.6% | +1.5% |
| YTD | -21.2% | +27.3% | -48.5% | -29.6% |
| 1Y | -45.0% | +37.8% | -82.9% | -52.7% |
| 3Y | -26.2% | +49.8% | -76.1% | -40.8% |
| 5Y | -64.0% | +43.8% | -107.8% | -70.8% |
| All | -16.4% | +0.4% | -16.8% | -25.5% |
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