-17.5%
PINS vs FTV
+5.0%
-22.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -0.8% |
| 7D | -5.2% | -0.4% | -4.8% | -5.0% |
| 30D | -14.9% | -8.3% | -6.6% | -10.0% |
| 3M | -8.4% | -7.4% | -1.0% | -4.6% |
| 6M | +0.6% | -1.2% | +1.9% | +0.1% |
| YTD | -22.2% | +2.7% | -24.9% | -25.7% |
| 1Y | -46.9% | +18.4% | -65.4% | -54.3% |
| 3Y | -26.9% | -2.0% | -24.9% | -29.3% |
| 5Y | -63.0% | +3.4% | -66.4% | -66.1% |
| All | -17.5% | +5.0% | -22.5% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 10y: compounded portfolio wealth divided by compounded FTV 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…
10y analysis · Full analysis span regression · 6 months rolling