-66.3%
PINS vs EQH
+92.4%
-158.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +0.1% | -9.3% | -9.3% |
| 7D | -13.9% | +1.1% | -15.0% | -14.6% |
| 30D | -25.0% | -1.1% | -23.9% | -24.6% |
| 3M | -16.6% | +25.0% | -41.6% | -29.2% |
| 6M | -7.0% | +33.9% | -40.9% | -25.5% |
| YTD | -29.4% | +11.6% | -41.0% | -36.1% |
| 1Y | -49.9% | +1.5% | -51.4% | -51.2% |
| 3Y | -33.6% | +96.7% | -130.4% | -61.1% |
| All | -66.3% | +92.4% | -158.7% | -81.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling