-16.4%
PINS vs HIG
+222.3%
-238.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.6% |
| 7D | -12.0% | +0.3% | -12.3% | -12.1% |
| 30D | -12.7% | -3.2% | -9.5% | -11.4% |
| 3M | -5.5% | +9.1% | -14.7% | -9.4% |
| 6M | +5.3% | -1.8% | +7.0% | +5.4% |
| YTD | -21.2% | +1.8% | -23.0% | -22.5% |
| 1Y | -45.0% | +4.6% | -49.6% | -46.8% |
| 3Y | -26.2% | +101.6% | -127.9% | -48.8% |
| 5Y | -64.0% | +124.5% | -188.4% | -76.5% |
| All | -16.4% | +222.3% | -238.7% | -58.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling