-60.1%
PINS vs KEY
+13.1%
-73.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | -0.1% |
| 7D | +1.0% | +2.9% | -1.9% | -0.1% |
| 30D | -12.0% | +8.4% | -20.4% | -14.7% |
| 3M | -17.9% | -5.8% | -12.1% | -16.0% |
| 6M | -1.0% | +5.4% | -6.5% | -3.5% |
| YTD | -26.0% | +7.1% | -33.1% | -28.5% |
| 1Y | -28.5% | +26.8% | -55.3% | -35.3% |
| 3Y | -39.2% | +128.7% | -167.9% | -56.5% |
| All | -60.1% | +13.1% | -73.2% | -61.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling