-58.4%
PINS vs IAU
+106.1%
-164.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | -0.6% |
| 7D | -3.4% | -5.5% | +2.1% | -3.4% |
| 30D | -14.5% | -7.0% | -7.6% | -14.7% |
| 3M | -16.5% | -12.3% | -4.2% | -16.9% |
| 6M | -7.0% | -17.9% | +10.9% | -7.6% |
| YTD | -26.1% | -10.3% | -15.8% | -27.2% |
| 1Y | -30.0% | -7.9% | -22.1% | -31.0% |
| 3Y | -38.5% | +98.7% | -137.1% | -44.2% |
| 5Y | -58.4% | +105.0% | -163.4% | -67.2% |
| All | -58.4% | +106.1% | -164.5% | -67.2% |
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