-59.3%
PINS vs KEY
+11.7%
-70.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.7% | -4.0% |
| 7D | -2.1% | -1.3% | -0.8% | -1.5% |
| 30D | -6.6% | +5.1% | -11.8% | -8.4% |
| 3M | -18.7% | -7.1% | -11.6% | -16.4% |
| 6M | -10.4% | -4.4% | -6.0% | -9.1% |
| YTD | -26.8% | +4.0% | -30.8% | -28.4% |
| 1Y | -27.9% | +23.4% | -51.3% | -34.1% |
| 3Y | -38.7% | +113.9% | -152.6% | -55.0% |
| All | -59.3% | +11.7% | -70.9% | -60.5% |
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