-39.3%
PINS vs EXEL
+234.5%
-273.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.6% |
| 7D | -3.4% | +1.6% | -5.0% | -3.4% |
| 30D | -14.5% | +17.4% | -31.9% | -14.3% |
| 3M | -16.5% | +38.6% | -55.1% | -16.3% |
| 6M | -7.0% | +41.2% | -48.2% | -6.6% |
| YTD | -26.1% | +59.3% | -85.5% | -25.7% |
| 1Y | -30.0% | +60.2% | -90.2% | -29.6% |
| All | -39.3% | +234.5% | -273.8% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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