-21.6%
PINS vs GIS
-13.0%
-8.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.0% | +1.4% | -0.5% |
| 7D | -3.4% | -8.1% | +4.7% | -3.3% |
| 30D | -14.5% | +5.3% | -19.8% | -14.5% |
| 3M | -16.5% | -10.5% | -6.0% | -16.3% |
| 6M | -7.0% | +1.8% | -8.8% | -6.7% |
| YTD | -26.1% | -22.9% | -3.2% | -26.5% |
| 1Y | -30.0% | -22.9% | -7.1% | -30.4% |
| 3Y | -38.5% | -40.5% | +2.1% | -39.2% |
| 5Y | -58.4% | -34.9% | -23.5% | -59.9% |
| All | -21.6% | -13.0% | -8.6% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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