-21.2%
PINS vs DRI
+147.0%
-168.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.4% |
| 7D | -9.4% | -0.7% | -8.7% | -9.1% |
| 30D | -10.2% | +14.7% | -24.9% | -15.5% |
| 3M | -19.0% | +5.4% | -24.5% | -21.1% |
| 6M | -7.4% | +18.8% | -26.2% | -15.0% |
| YTD | -25.7% | +28.4% | -54.1% | -34.9% |
| 1Y | -29.7% | +37.7% | -67.4% | -40.5% |
| 3Y | -38.1% | +68.0% | -106.1% | -53.2% |
| 5Y | -57.3% | +78.8% | -136.1% | -68.9% |
| All | -21.2% | +147.0% | -168.2% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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