-51.4%
PINS vs DOC
-22.8%
-28.6%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.1% | +1.1% | +3.3% |
| 7D | +1.4% | +8.7% | -7.3% | -1.1% |
| 30D | +5.8% | +7.6% | -1.9% | +3.4% |
| 3M | -17.0% | -5.3% | -11.8% | -15.8% |
| 6M | +1.8% | +27.6% | -25.8% | -6.6% |
| YTD | -18.0% | +32.4% | -50.4% | -26.3% |
| 1Y | -35.5% | +22.9% | -58.4% | -40.5% |
| 3Y | -31.4% | +43.1% | -74.5% | -42.9% |
| 5Y | -51.4% | -21.4% | -30.0% | -44.7% |
| All | -51.4% | -22.8% | -28.6% | -44.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling