-39.0%
PINS vs HCA
+125.7%
-164.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -6.9% | +9.0% | -15.9% | -6.9% |
| 30D | -11.4% | +11.8% | -23.3% | -11.4% |
| 3M | -22.2% | +22.1% | -44.3% | -21.9% |
| 6M | -10.9% | +16.4% | -27.3% | -10.7% |
| YTD | -26.8% | +8.6% | -35.4% | -27.0% |
| 1Y | -29.8% | +10.6% | -40.4% | -30.2% |
| 3Y | -39.0% | +121.7% | -160.7% | -46.0% |
| All | -39.0% | +125.7% | -164.7% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 3y: compounded portfolio wealth divided by compounded HCA 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…
3y analysis · Full analysis span regression · 6 months rolling