-59.3%
PINS vs IAU
+120.1%
-179.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.4% | -4.2% |
| 7D | -2.1% | +4.7% | -6.8% | -2.0% |
| 30D | -6.6% | -0.9% | -5.8% | -6.7% |
| 3M | -18.7% | -4.4% | -14.4% | -18.9% |
| 6M | -10.4% | -13.5% | +3.1% | -11.0% |
| YTD | -26.8% | -5.9% | -20.9% | -27.7% |
| 1Y | -27.9% | +1.9% | -29.7% | -28.9% |
| 3Y | -38.7% | +104.1% | -142.7% | -44.1% |
| All | -59.3% | +120.1% | -179.4% | -67.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling