-73.3%
PINS vs DOCS
-36.0%
-37.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.6% | -1.5% |
| 7D | -12.0% | -1.4% | -10.6% | -11.7% |
| 30D | -12.7% | +21.8% | -34.5% | -18.1% |
| 3M | -5.5% | +27.3% | -32.8% | -12.4% |
| 6M | +5.3% | -0.3% | +5.6% | +2.7% |
| YTD | -21.2% | -40.5% | +19.3% | -13.4% |
| 1Y | -45.0% | -61.5% | +16.5% | -33.1% |
| 3Y | -26.2% | +8.2% | -34.4% | -35.3% |
| 5Y | -64.0% | -73.4% | +9.5% | -63.6% |
| All | -73.3% | -36.0% | -37.3% | -73.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling