-21.5%
PINS vs IAU
+198.7%
-220.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | 0.0% | +0.1% |
| 7D | +1.0% | -4.6% | +5.6% | +1.6% |
| 30D | -12.0% | -5.4% | -6.6% | -11.3% |
| 3M | -17.9% | -10.9% | -7.0% | -16.7% |
| 6M | -1.0% | -17.4% | +16.3% | +1.3% |
| YTD | -26.0% | -10.2% | -15.8% | -26.7% |
| 1Y | -28.5% | -7.1% | -21.4% | -29.7% |
| 3Y | -39.2% | +97.7% | -136.9% | -54.1% |
| 5Y | -58.3% | +105.3% | -163.6% | -69.8% |
| All | -21.5% | +198.7% | -220.2% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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