-27.1%
PINS vs EXR
+24.9%
-52.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -0.9% | -1.9% |
| 7D | -12.0% | -2.6% | -9.5% | -11.5% |
| 30D | -12.7% | -7.2% | -5.5% | -11.3% |
| 3M | -5.5% | -3.5% | -2.0% | -4.9% |
| 6M | +5.3% | -5.3% | +10.6% | +6.2% |
| YTD | -21.2% | +9.4% | -30.6% | -23.8% |
| 1Y | -45.0% | +1.3% | -46.4% | -45.7% |
| All | -27.1% | +24.9% | -52.0% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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