-58.7%
PINS vs HCA
+114.7%
-173.3%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -6.9% | +9.0% | -15.9% | -8.8% |
| 30D | -11.4% | +11.8% | -23.3% | -13.8% |
| 3M | -22.2% | +22.1% | -44.3% | -26.0% |
| 6M | -10.9% | +16.4% | -27.3% | -14.4% |
| YTD | -26.8% | +8.6% | -35.4% | -29.4% |
| 1Y | -29.8% | +10.6% | -40.4% | -32.9% |
| 3Y | -39.0% | +121.7% | -160.7% | -57.7% |
| 5Y | -58.7% | +114.5% | -173.1% | -73.7% |
| All | -58.7% | +114.7% | -173.3% | -73.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling