-17.5%
PINS vs GIS
-4.0%
-13.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -1.3% |
| 7D | -5.2% | -8.3% | +3.1% | -5.1% |
| 30D | -14.9% | +2.2% | -17.1% | -14.9% |
| 3M | -8.4% | +15.7% | -24.1% | -8.1% |
| 6M | +0.6% | -12.0% | +12.6% | +0.1% |
| YTD | -22.2% | -15.0% | -7.2% | -22.7% |
| 1Y | -46.9% | -20.1% | -26.8% | -47.4% |
| 3Y | -26.9% | -34.6% | +7.7% | -27.8% |
| 5Y | -63.0% | -22.8% | -40.1% | -64.8% |
| All | -17.5% | -4.0% | -13.4% | -23.3% |
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