-16.4%
PINS vs KEY
+87.0%
-103.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.4% | -2.3% |
| 7D | -12.0% | +2.2% | -14.2% | -12.8% |
| 30D | -12.7% | -3.0% | -9.7% | -11.7% |
| 3M | -5.5% | +3.3% | -8.8% | -6.9% |
| 6M | +5.3% | +9.2% | -3.9% | +1.2% |
| YTD | -21.2% | +10.6% | -31.9% | -24.7% |
| 1Y | -45.0% | +20.4% | -65.4% | -49.2% |
| 3Y | -26.2% | +121.8% | -148.1% | -46.8% |
| 5Y | -64.0% | +41.1% | -105.1% | -70.3% |
| All | -16.4% | +87.0% | -103.4% | -48.6% |
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 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