-25.1%
PINS vs HRB
+128.1%
-153.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -1.6% | -7.6% | -8.8% |
| 7D | -13.9% | -10.6% | -3.2% | -11.4% |
| 30D | -25.0% | -0.8% | -24.2% | -25.2% |
| 3M | -16.6% | +19.1% | -35.7% | -20.9% |
| 6M | -7.0% | +48.7% | -55.7% | -17.6% |
| YTD | -29.4% | +7.1% | -36.5% | -31.7% |
| 1Y | -49.9% | -8.3% | -41.6% | -49.6% |
| 3Y | -33.6% | +25.8% | -59.5% | -41.3% |
| 5Y | -66.8% | +111.1% | -177.9% | -75.9% |
| All | -25.1% | +128.1% | -153.2% | -51.0% |
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