-38.7%
PINS vs CAPR
+214.7%
-253.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +4.7% | -8.8% | -4.2% |
| 7D | -2.1% | +41.1% | -43.1% | -2.3% |
| 30D | -6.6% | +11.1% | -17.8% | -6.8% |
| 3M | -18.7% | +115.3% | -134.0% | -19.4% |
| 6M | -10.4% | -73.8% | +63.4% | -10.0% |
| YTD | -26.8% | -68.8% | +42.0% | -26.7% |
| 1Y | -27.9% | +43.3% | -71.2% | -30.5% |
| 3Y | -38.7% | +214.7% | -253.4% | -45.2% |
| All | -38.7% | +214.7% | -253.4% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 3y: compounded portfolio wealth divided by compounded CAPR 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…
3y analysis · Full analysis span regression · 6 months rolling