-63.4%
PINS vs ELV
+15.3%
-78.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.4% | -1.9% |
| 7D | -12.0% | +3.3% | -15.3% | -12.4% |
| 30D | -12.7% | +4.2% | -16.8% | -13.1% |
| 3M | -5.5% | -0.1% | -5.4% | -5.8% |
| 6M | +5.3% | +41.3% | -36.0% | -0.1% |
| YTD | -21.2% | +17.4% | -38.6% | -23.1% |
| 1Y | -45.0% | +35.1% | -80.1% | -47.8% |
| 3Y | -26.2% | -3.2% | -23.0% | -27.4% |
| All | -63.4% | +15.3% | -78.7% | -70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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