-32.7%
PINS vs EQH
+97.5%
-130.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.0% | +1.8% | +2.2% |
| 7D | -9.9% | -1.8% | -8.2% | -9.0% |
| 30D | -20.9% | +2.4% | -23.4% | -22.2% |
| 3M | -13.7% | +26.3% | -40.0% | -26.0% |
| 6M | -3.0% | +35.8% | -38.9% | -21.3% |
| YTD | -27.5% | +12.7% | -40.1% | -33.8% |
| 1Y | -46.8% | +2.5% | -49.2% | -47.9% |
| All | -32.7% | +97.5% | -130.2% | -53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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