-63.4%
PINS vs HRB
+126.2%
-189.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.0% | +1.8% | -1.5% |
| 7D | -12.0% | -5.7% | -6.4% | -11.1% |
| 30D | -12.7% | +7.9% | -20.6% | -14.1% |
| 3M | -5.5% | +32.1% | -37.6% | -10.6% |
| 6M | +5.3% | +62.2% | -57.0% | -4.3% |
| YTD | -21.2% | +16.4% | -37.6% | -23.6% |
| 1Y | -45.0% | -0.3% | -44.8% | -45.3% |
| 3Y | -26.2% | +36.0% | -62.3% | -33.6% |
| All | -63.4% | +126.2% | -189.6% | -70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling