-59.3%
PINS vs DLR
+32.6%
-91.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -4.1% |
| 7D | -2.1% | -3.6% | +1.5% | -0.5% |
| 30D | -6.6% | -3.5% | -3.2% | -5.4% |
| 3M | -18.7% | -8.9% | -9.8% | -15.9% |
| 6M | -10.4% | -11.6% | +1.2% | -6.8% |
| YTD | -26.8% | +14.9% | -41.7% | -33.9% |
| 1Y | -27.9% | +6.4% | -34.3% | -32.3% |
| 3Y | -38.7% | +47.3% | -85.9% | -53.4% |
| All | -59.3% | +32.6% | -91.8% | -66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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