-57.3%
PINS vs GEN
+35.2%
-92.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.1% | -0.6% | +0.8% |
| 7D | -9.4% | -0.8% | -8.6% | -9.1% |
| 30D | -10.2% | +31.2% | -41.4% | -18.5% |
| 3M | -19.0% | +6.1% | -25.1% | -21.3% |
| 6M | -7.4% | +38.1% | -45.5% | -18.3% |
| YTD | -25.7% | +14.4% | -40.1% | -30.4% |
| 1Y | -29.7% | +15.1% | -44.8% | -34.3% |
| 3Y | -38.1% | +68.5% | -106.6% | -51.3% |
| 5Y | -57.3% | +35.8% | -93.1% | -67.5% |
| All | -57.3% | +35.2% | -92.4% | -67.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling