-39.0%
PINS vs EFV
+91.1%
-130.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | -1.3% |
| 7D | -6.2% | +1.7% | -7.9% | -7.1% |
| 30D | -10.9% | +3.4% | -14.4% | -12.7% |
| 3M | -19.5% | -1.7% | -17.8% | -18.6% |
| 6M | -10.4% | +6.4% | -16.8% | -13.9% |
| YTD | -26.4% | +16.3% | -42.7% | -35.1% |
| 1Y | -29.6% | +22.9% | -52.6% | -41.0% |
| 3Y | -39.0% | +92.8% | -131.9% | -64.8% |
| All | -39.0% | +91.1% | -130.1% | -64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 3y: compounded portfolio wealth divided by compounded EFV 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…
3y analysis · Full analysis span regression · 6 months rolling