-16.4%
PINS vs HCA
+285.2%
-301.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.1% | -1.8% |
| 7D | -12.0% | -3.1% | -9.0% | -11.1% |
| 30D | -12.7% | -1.1% | -11.5% | -12.4% |
| 3M | -5.5% | +12.2% | -17.7% | -10.0% |
| 6M | +5.3% | -25.3% | +30.6% | +15.6% |
| YTD | -21.2% | -12.9% | -8.3% | -19.0% |
| 1Y | -45.0% | -0.9% | -44.1% | -46.7% |
| 3Y | -26.2% | +47.6% | -73.8% | -41.8% |
| 5Y | -64.0% | +67.0% | -130.9% | -74.0% |
| All | -16.4% | +285.2% | -301.6% | -63.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling