-75.1%
PINS vs DOCS
-21.0%
-54.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.0% | -2.2% | -3.7% |
| 7D | -2.1% | -0.8% | -1.3% | -1.8% |
| 30D | -6.6% | +17.4% | -24.1% | -10.1% |
| 3M | -18.7% | +57.4% | -76.1% | -28.4% |
| 6M | -10.4% | +26.5% | -36.9% | -17.4% |
| YTD | -26.8% | -26.6% | -0.2% | -23.5% |
| 1Y | -27.9% | -48.1% | +20.2% | -18.5% |
| 3Y | -38.7% | +52.6% | -91.3% | -50.8% |
| 5Y | -59.0% | -52.1% | -6.9% | -60.8% |
| All | -75.1% | -21.0% | -54.1% | -76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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