-21.9%
PINS vs IAU
+218.8%
-240.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.3% |
| 7D | -6.2% | +4.9% | -11.1% | -6.8% |
| 30D | -10.9% | -1.4% | -9.6% | -10.8% |
| 3M | -19.5% | -4.8% | -14.7% | -19.1% |
| 6M | -10.4% | -12.5% | +2.1% | -9.0% |
| YTD | -26.4% | -4.2% | -22.2% | -27.7% |
| 1Y | -29.6% | +3.1% | -32.8% | -32.1% |
| 3Y | -39.0% | +110.0% | -149.0% | -54.3% |
| 5Y | -59.1% | +123.1% | -182.2% | -70.9% |
| All | -21.9% | +218.8% | -240.7% | -28.7% |
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