-22.3%
PINS vs GEN
+145.4%
-167.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.6% | -1.5% | -3.2% |
| 7D | -2.1% | +2.3% | -4.3% | -2.8% |
| 30D | -6.6% | +33.1% | -39.7% | -16.7% |
| 3M | -18.7% | +6.5% | -25.2% | -21.7% |
| 6M | -10.4% | +53.8% | -64.2% | -25.7% |
| YTD | -26.8% | +11.2% | -38.0% | -31.3% |
| 1Y | -27.9% | +19.4% | -47.2% | -34.2% |
| 3Y | -38.7% | +81.0% | -119.7% | -54.7% |
| 5Y | -59.0% | +33.4% | -92.4% | -66.3% |
| All | -22.3% | +145.4% | -167.7% | -48.5% |
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