-21.6%
PINS vs KEY
+79.9%
-101.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | -3.4% | +1.8% | -5.2% | -4.0% |
| 30D | -14.5% | +7.1% | -21.7% | -16.7% |
| 3M | -16.5% | -5.9% | -10.6% | -14.6% |
| 6M | -7.0% | +2.2% | -9.2% | -8.1% |
| YTD | -26.1% | +6.4% | -32.6% | -28.3% |
| 1Y | -30.0% | +24.8% | -54.8% | -36.1% |
| 3Y | -38.5% | +125.2% | -163.7% | -55.7% |
| 5Y | -58.4% | +13.0% | -71.4% | -62.8% |
| All | -21.6% | +79.9% | -101.5% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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