-21.9%
PINS vs HUM
+87.2%
-109.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -0.8% | +0.8% |
| 7D | -6.6% | +2.1% | -8.7% | -7.1% |
| 30D | -16.8% | +5.4% | -22.2% | -18.1% |
| 3M | -11.4% | +11.4% | -22.8% | -14.4% |
| 6M | -1.7% | +141.5% | -143.2% | -24.7% |
| YTD | -26.4% | +61.2% | -87.6% | -36.9% |
| 1Y | -45.5% | +49.2% | -94.7% | -52.4% |
| 3Y | -31.7% | -9.0% | -22.7% | -32.2% |
| 5Y | -64.9% | +7.2% | -72.1% | -69.0% |
| All | -21.9% | +87.2% | -109.1% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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