-51.4%
PINS vs DOCS
-53.1%
+1.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.3% | -2.1% | +2.4% |
| 7D | +1.4% | +1.2% | +0.2% | +1.1% |
| 30D | +5.8% | +21.3% | -15.5% | +0.2% |
| 3M | -17.0% | +58.4% | -75.4% | -28.6% |
| 6M | +1.8% | +39.3% | -37.5% | -10.1% |
| YTD | -18.0% | -21.7% | +3.7% | -15.2% |
| 1Y | -35.5% | -47.3% | +11.8% | -25.6% |
| 3Y | -31.4% | +58.2% | -89.6% | -49.7% |
| 5Y | -51.4% | -52.3% | +0.9% | -54.6% |
| All | -51.4% | -53.1% | +1.8% | -54.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling