-18.9%
PINS vs KEY
+76.8%
-95.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.7% | -4.0% | -5.7% |
| 7D | -0.7% | -2.5% | +1.8% | +0.4% |
| 30D | -1.2% | +4.1% | -5.3% | -2.7% |
| 3M | -15.3% | -8.4% | -6.9% | -12.4% |
| 6M | -11.2% | -2.3% | -8.9% | -10.7% |
| YTD | -23.6% | +4.6% | -28.1% | -25.3% |
| 1Y | -23.1% | +24.6% | -47.7% | -29.8% |
| 3Y | -36.0% | +112.8% | -148.8% | -53.0% |
| 5Y | -57.2% | +12.9% | -70.1% | -61.7% |
| All | -18.9% | +76.8% | -95.7% | -49.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling