-22.3%
PINS vs HBM
+183.0%
-205.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.6% | -5.8% | -4.5% |
| 7D | -2.1% | -3.6% | +1.6% | -1.3% |
| 30D | -6.6% | -19.2% | +12.5% | -2.6% |
| 3M | -18.7% | -20.5% | +1.8% | -15.5% |
| 6M | -10.4% | -12.8% | +2.4% | -10.4% |
| YTD | -26.8% | +5.4% | -32.2% | -32.0% |
| 1Y | -27.9% | +33.0% | -60.8% | -37.0% |
| 3Y | -38.7% | +357.3% | -396.0% | -63.1% |
| 5Y | -59.0% | +210.4% | -269.4% | -74.3% |
| All | -22.3% | +183.0% | -205.3% | -65.2% |
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