-21.9%
PINS vs CHD
+65.4%
-87.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.1% |
| 7D | -6.2% | +0.8% | -6.9% | -6.3% |
| 30D | -10.9% | +13.5% | -24.4% | -13.6% |
| 3M | -19.5% | +8.1% | -27.7% | -21.0% |
| 6M | -10.4% | +19.9% | -30.3% | -14.1% |
| YTD | -26.4% | +34.0% | -60.4% | -32.1% |
| 1Y | -29.6% | +29.8% | -59.5% | -34.6% |
| 3Y | -39.0% | +28.7% | -67.7% | -45.5% |
| 5Y | -59.1% | +31.8% | -90.9% | -66.0% |
| All | -21.9% | +65.4% | -87.3% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 10y: compounded portfolio wealth divided by compounded CHD 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…
10y analysis · Full analysis span regression · 6 months rolling