Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • PINS vs ESI✓SelectedUSD · ESIPINS vs ESI performance historyLatest closeAs of-2.16%09/04
Stock and ETF performance explorer

PINS vs ESI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-16.4%
ESI return
+251.6%
Excess return
-268.0%
Maximum drawdown
-82.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioESIExcessAlpha
1D-2.2%+2.9%-5.1%-3.6%
7D-12.0%+3.3%-15.4%-13.5%
30D-12.7%-5.9%-6.8%-10.6%
3M-5.5%-14.1%+8.6%-1.5%
6M+5.3%+6.6%-1.3%-5.2%
YTD-21.2%+45.0%-66.2%-41.3%
1Y-45.0%+41.5%-86.5%-58.6%
3Y-26.2%+78.8%-105.0%-54.0%
5Y-64.0%+70.9%-134.8%-77.3%
All-16.4%+251.6%-268.0%-66.7%

Cumulative growth

Daily Returns

Daily percentage return beside ESI.

Daily Out/Under-Performance

Portfolio return minus ESI return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ESI 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 all: compounded portfolio wealth divided by compounded ESI 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…

all analysis · Full analysis span regression · 6 months rolling