-60.1%
PINS vs EFV
+93.2%
-153.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | -0.2% |
| 7D | +1.0% | +2.5% | -1.5% | -1.4% |
| 30D | -12.0% | +2.9% | -14.9% | -14.3% |
| 3M | -17.9% | -1.4% | -16.5% | -16.7% |
| 6M | -1.0% | +5.5% | -6.6% | -6.2% |
| YTD | -26.0% | +16.1% | -42.1% | -37.7% |
| 1Y | -28.5% | +20.3% | -48.7% | -42.2% |
| 3Y | -39.2% | +90.4% | -129.6% | -71.7% |
| All | -60.1% | +93.2% | -153.3% | -82.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling