-63.4%
PINS vs DOCS
-73.4%
+10.0%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.6% | -1.4% |
| 7D | -12.0% | -1.4% | -10.6% | -11.7% |
| 30D | -12.7% | +21.8% | -34.5% | -18.9% |
| 3M | -5.5% | +27.3% | -32.8% | -13.4% |
| 6M | +5.3% | -0.3% | +5.6% | +2.3% |
| YTD | -21.2% | -40.5% | +19.3% | -12.1% |
| 1Y | -45.0% | -61.5% | +16.5% | -31.0% |
| 3Y | -26.2% | +8.2% | -34.4% | -38.3% |
| All | -63.4% | -73.4% | +10.0% | -61.2% |
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