-30.0%
PINS vs JBL
+23.4%
-53.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | -3.4% | +10.0% | -13.4% | -3.3% |
| 30D | -14.5% | -18.2% | +3.7% | -15.0% |
| 3M | -16.5% | -29.0% | +12.5% | -17.4% |
| 6M | -7.0% | -25.9% | +18.9% | -8.6% |
| YTD | -26.1% | +14.1% | -40.2% | -34.0% |
| 1Y | -30.0% | +21.7% | -51.7% | -39.1% |
| All | -30.0% | +23.4% | -53.4% | -39.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling