-60.1%
PINS vs EXR
-1.8%
-58.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +1.0% | -0.4% | +1.4% | +1.2% |
| 30D | -12.0% | +18.2% | -30.2% | -16.9% |
| 3M | -17.9% | +7.3% | -25.2% | -19.9% |
| 6M | -1.0% | +13.8% | -14.9% | -5.6% |
| YTD | -26.0% | +25.9% | -52.0% | -32.7% |
| 1Y | -28.5% | +25.8% | -54.3% | -34.9% |
| 3Y | -39.2% | +53.7% | -92.9% | -51.7% |
| All | -60.1% | -1.8% | -58.3% | -63.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling