-21.9%
PINS vs HRB
+157.6%
-179.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.8% | +1.4% |
| 7D | -6.2% | -2.4% | -3.7% | -5.5% |
| 30D | -10.9% | +15.7% | -26.7% | -14.4% |
| 3M | -19.5% | +11.4% | -30.9% | -22.3% |
| 6M | -10.4% | +40.7% | -51.1% | -18.9% |
| YTD | -26.4% | +21.0% | -47.3% | -31.1% |
| 1Y | -29.6% | +7.2% | -36.9% | -32.0% |
| 3Y | -39.0% | +29.2% | -68.2% | -46.1% |
| 5Y | -59.1% | +142.3% | -201.5% | -71.5% |
| All | -21.9% | +157.6% | -179.5% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling