-63.4%
PINS vs FIS
-62.1%
-1.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.2% | -1.7% |
| 7D | -12.0% | +1.1% | -13.1% | -12.5% |
| 30D | -12.7% | -2.2% | -10.5% | -11.9% |
| 3M | -5.5% | +2.1% | -7.7% | -6.8% |
| 6M | +5.3% | -14.7% | +19.9% | +12.2% |
| YTD | -21.2% | -35.7% | +14.5% | -4.8% |
| 1Y | -45.0% | -37.1% | -8.0% | -33.3% |
| 3Y | -26.2% | -20.0% | -6.2% | -24.1% |
| All | -63.4% | -62.1% | -1.3% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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