-9.6%
PINS vs KVUE
-20.4%
+10.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.7% |
| 7D | -9.9% | -6.1% | -3.8% | -9.7% |
| 30D | -20.9% | -5.6% | -15.4% | -20.7% |
| 3M | -13.7% | -0.3% | -13.4% | -13.6% |
| 6M | -3.0% | +1.4% | -4.4% | -2.9% |
| YTD | -27.5% | +6.7% | -34.2% | -27.5% |
| 1Y | -46.8% | +1.0% | -47.7% | -46.9% |
| 3Y | -31.8% | -5.4% | -26.4% | -33.5% |
| All | -9.6% | -20.4% | +10.8% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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