-22.3%
PINS vs JBL
+739.1%
-761.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.1% |
| 7D | -6.9% | -8.1% | +1.1% | -3.7% |
| 30D | -11.4% | -18.4% | +7.0% | -3.9% |
| 3M | -22.2% | -25.8% | +3.5% | -13.5% |
| 6M | -10.9% | -29.6% | +18.7% | -1.0% |
| YTD | -26.8% | +9.6% | -36.4% | -37.1% |
| 1Y | -29.8% | +14.1% | -43.9% | -41.2% |
| 3Y | -39.0% | +95.9% | -134.9% | -65.9% |
| 5Y | -58.7% | +298.3% | -357.0% | -86.2% |
| All | -22.3% | +739.1% | -761.5% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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