-38.7%
PINS vs KEY
+106.2%
-144.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.7% | -4.0% |
| 7D | -2.1% | -1.3% | -0.8% | -1.4% |
| 30D | -6.6% | +5.1% | -11.8% | -8.6% |
| 3M | -18.7% | -7.1% | -11.6% | -16.1% |
| 6M | -10.4% | -4.4% | -6.0% | -9.0% |
| YTD | -26.8% | +4.0% | -30.8% | -28.7% |
| 1Y | -27.9% | +23.4% | -51.3% | -35.1% |
| 3Y | -38.7% | +113.9% | -152.6% | -53.1% |
| All | -38.7% | +106.2% | -144.9% | -53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling