-21.5%
PINS vs GEN
+150.4%
-171.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.2% | -0.7% |
| 7D | +1.0% | +2.0% | -1.0% | +0.2% |
| 30D | -12.0% | +27.7% | -39.7% | -20.3% |
| 3M | -17.9% | +3.3% | -21.1% | -19.9% |
| 6M | -1.0% | +31.8% | -32.8% | -12.3% |
| YTD | -26.0% | +13.5% | -39.5% | -31.2% |
| 1Y | -28.5% | +16.0% | -44.5% | -34.0% |
| 3Y | -39.2% | +70.6% | -109.8% | -53.6% |
| 5Y | -58.3% | +32.1% | -90.5% | -65.6% |
| All | -21.5% | +150.4% | -171.9% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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