-16.4%
PINS vs HBM
+271.2%
-287.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.2% | -2.0% |
| 7D | -12.0% | -6.4% | -5.7% | -10.8% |
| 30D | -12.7% | +5.9% | -18.6% | -13.9% |
| 3M | -5.5% | -8.9% | +3.4% | -5.0% |
| 6M | +5.3% | +10.7% | -5.4% | -0.2% |
| YTD | -21.2% | +38.3% | -59.5% | -30.5% |
| 1Y | -45.0% | +121.3% | -166.4% | -57.6% |
| 3Y | -26.2% | +450.6% | -476.8% | -57.0% |
| 5Y | -64.0% | +338.0% | -401.9% | -79.1% |
| All | -16.4% | +271.2% | -287.6% | -64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 all: compounded portfolio wealth divided by compounded HBM 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…
all analysis · Full analysis span regression · 6 months rolling