-38.9%
PINS vs GEN
+69.2%
-108.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.1% | -0.6% | +0.9% |
| 7D | -9.4% | -0.8% | -8.6% | -9.2% |
| 30D | -10.2% | +31.2% | -41.4% | -16.5% |
| 3M | -19.0% | +6.1% | -25.1% | -20.5% |
| 6M | -7.4% | +38.1% | -45.5% | -15.4% |
| YTD | -25.7% | +14.4% | -40.1% | -29.7% |
| 1Y | -29.7% | +15.1% | -44.8% | -33.5% |
| All | -38.9% | +69.2% | -108.1% | -45.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling