-59.3%
PINS vs HIG
+104.7%
-164.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.3% | -1.9% | -3.4% |
| 7D | -2.1% | +1.1% | -3.1% | -2.3% |
| 30D | -6.6% | +5.6% | -12.2% | -8.4% |
| 3M | -18.7% | -6.9% | -11.9% | -16.6% |
| 6M | -10.4% | +1.3% | -11.7% | -11.2% |
| YTD | -26.8% | -1.5% | -25.3% | -27.0% |
| 1Y | -27.9% | +6.6% | -34.5% | -30.5% |
| 3Y | -38.7% | +91.2% | -129.9% | -57.1% |
| All | -59.3% | +104.7% | -164.0% | -74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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