-17.5%
PINS vs EFX
+45.8%
-63.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | +0.4% |
| 7D | -5.2% | -7.8% | +2.6% | -1.0% |
| 30D | -14.9% | -5.7% | -9.2% | -12.4% |
| 3M | -8.4% | +2.5% | -10.9% | -10.8% |
| 6M | +0.6% | -16.7% | +17.3% | +9.6% |
| YTD | -22.2% | -20.2% | -2.0% | -14.1% |
| 1Y | -46.9% | -31.4% | -15.5% | -36.5% |
| 3Y | -26.9% | -10.5% | -16.4% | -31.5% |
| 5Y | -63.0% | -35.2% | -27.8% | -58.6% |
| All | -17.5% | +45.8% | -63.3% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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