-63.0%
PINS vs DLTR
+34.4%
-97.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.6% | +4.3% | -0.1% |
| 7D | -5.2% | -5.8% | +0.6% | -4.0% |
| 30D | -14.9% | -5.2% | -9.7% | -14.1% |
| 3M | -8.4% | +15.2% | -23.6% | -11.1% |
| 6M | +0.6% | +7.1% | -6.5% | -1.6% |
| YTD | -22.2% | +0.8% | -23.0% | -23.0% |
| 1Y | -46.9% | +24.8% | -71.7% | -50.2% |
| 3Y | -26.9% | +6.9% | -33.8% | -30.9% |
| 5Y | -63.0% | +33.2% | -96.2% | -63.6% |
| All | -63.0% | +34.4% | -97.4% | -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