-57.2%
PINS vs DOCS
-54.0%
-3.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.3% | -2.4% | -5.5% |
| 7D | -0.7% | -1.3% | +0.7% | -0.2% |
| 30D | -1.2% | +19.4% | -20.6% | -6.0% |
| 3M | -15.3% | +53.4% | -68.7% | -26.5% |
| 6M | -11.2% | +28.8% | -39.9% | -19.8% |
| YTD | -23.6% | -25.1% | +1.5% | -19.8% |
| 1Y | -23.1% | -48.1% | +25.0% | -10.9% |
| 3Y | -36.0% | +51.4% | -87.4% | -52.7% |
| 5Y | -57.2% | -51.1% | -6.1% | -59.1% |
| All | -57.2% | -54.0% | -3.2% | -59.1% |
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