-16.4%
PINS vs DOC
+4.8%
-21.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.4% | -1.4% |
| 7D | -12.0% | -1.5% | -10.6% | -11.4% |
| 30D | -12.7% | -4.8% | -7.9% | -10.9% |
| 3M | -5.5% | +6.9% | -12.4% | -8.4% |
| 6M | +5.3% | +20.7% | -15.5% | -4.7% |
| YTD | -21.2% | +34.1% | -55.4% | -32.6% |
| 1Y | -45.0% | +22.6% | -67.7% | -51.1% |
| 3Y | -26.2% | +20.8% | -47.0% | -35.9% |
| 5Y | -64.0% | -24.9% | -39.1% | -59.7% |
| All | -16.4% | +4.8% | -21.2% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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