-59.1%
PINS vs DLTR
+23.7%
-82.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | -0.6% |
| 7D | -6.2% | -1.0% | -5.2% | -5.9% |
| 30D | -10.9% | +15.7% | -26.6% | -13.9% |
| 3M | -19.5% | +4.8% | -24.3% | -20.5% |
| 6M | -10.4% | +45.6% | -56.0% | -18.2% |
| YTD | -26.4% | +11.6% | -37.9% | -28.9% |
| 1Y | -29.6% | +29.8% | -59.4% | -34.7% |
| 3Y | -39.0% | +20.8% | -59.8% | -44.2% |
| 5Y | -59.1% | +23.5% | -82.6% | -63.6% |
| All | -59.1% | +23.7% | -82.9% | -63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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