-57.2%
PINS vs CAPR
+126.3%
-183.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.6% | -3.2% | -6.7% |
| 7D | -0.7% | +29.7% | -30.4% | -1.1% |
| 30D | -1.2% | +11.0% | -12.2% | -1.4% |
| 3M | -15.3% | +118.8% | -134.1% | -16.8% |
| 6M | -11.2% | -73.9% | +62.7% | -10.4% |
| YTD | -23.6% | -70.2% | +46.6% | -23.2% |
| 1Y | -23.1% | +38.3% | -61.4% | -28.5% |
| 3Y | -36.0% | +199.7% | -235.7% | -53.3% |
| 5Y | -57.2% | +130.6% | -187.7% | -69.7% |
| All | -57.2% | +126.3% | -183.5% | -69.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling