-39.0%
PINS vs INDA
+16.9%
-55.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | -0.2% |
| 7D | -6.2% | +6.1% | -12.3% | -9.9% |
| 30D | -10.9% | +11.7% | -22.6% | -17.3% |
| 3M | -19.5% | +2.1% | -21.6% | -20.7% |
| 6M | -10.4% | +3.2% | -13.5% | -12.3% |
| YTD | -26.4% | -4.9% | -21.5% | -23.8% |
| 1Y | -29.6% | -4.4% | -25.3% | -27.6% |
| 3Y | -39.0% | +17.6% | -56.6% | -42.9% |
| All | -39.0% | +16.9% | -55.9% | -42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling