-65.4%
PINS vs KEYS
+79.0%
-144.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.6% | +4.4% | +3.4% |
| 7D | -9.9% | +0.9% | -10.9% | -10.3% |
| 30D | -20.9% | -5.3% | -15.7% | -19.5% |
| 3M | -13.7% | +0.5% | -14.2% | -16.1% |
| 6M | -3.0% | +14.0% | -17.1% | -13.4% |
| YTD | -27.5% | +60.3% | -87.7% | -48.7% |
| 1Y | -46.8% | +91.3% | -138.1% | -67.0% |
| 3Y | -31.8% | +146.1% | -178.0% | -66.5% |
| 5Y | -65.4% | +80.8% | -146.2% | -80.6% |
| All | -65.4% | +79.0% | -144.4% | -80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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