-63.0%
PINS vs HCA
+66.8%
-129.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.5% | -1.1% |
| 7D | -5.2% | -2.8% | -2.4% | -4.5% |
| 30D | -14.9% | -2.7% | -12.2% | -14.4% |
| 3M | -8.4% | +11.5% | -19.9% | -11.5% |
| 6M | +0.6% | -24.3% | +24.9% | +8.0% |
| YTD | -22.2% | -13.6% | -8.6% | -20.5% |
| 1Y | -46.9% | -3.2% | -43.7% | -48.2% |
| 3Y | -26.9% | +50.4% | -77.3% | -43.1% |
| 5Y | -63.0% | +64.8% | -127.8% | -74.5% |
| All | -63.0% | +66.8% | -129.8% | -74.5% |
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