-17.5%
PINS vs INDA
+49.6%
-67.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.4% | +0.1% |
| 7D | -5.2% | -1.0% | -4.2% | -4.4% |
| 30D | -14.9% | -2.5% | -12.4% | -13.1% |
| 3M | -8.4% | +4.0% | -12.4% | -11.4% |
| 6M | +0.6% | -1.8% | +2.5% | +1.7% |
| YTD | -22.2% | -9.2% | -13.0% | -16.0% |
| 1Y | -46.9% | -7.2% | -39.7% | -44.0% |
| 3Y | -26.9% | +9.8% | -36.7% | -34.0% |
| 5Y | -63.0% | +7.5% | -70.5% | -65.6% |
| All | -17.5% | +49.6% | -67.1% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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