-65.4%
PINS vs DGX
+59.5%
-124.9%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.8% | +4.6% | +3.1% |
| 7D | -9.9% | -3.5% | -6.5% | -9.3% |
| 30D | -20.9% | -2.7% | -18.2% | -20.5% |
| 3M | -13.7% | +13.9% | -27.6% | -16.2% |
| 6M | -3.0% | +16.0% | -19.1% | -6.3% |
| YTD | -27.5% | +34.9% | -62.4% | -33.0% |
| 1Y | -46.8% | +30.6% | -77.3% | -50.6% |
| 3Y | -31.8% | +93.0% | -124.8% | -47.5% |
| 5Y | -65.4% | +64.4% | -129.8% | -73.0% |
| All | -65.4% | +59.5% | -124.9% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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