-22.3%
PINS vs LII
+39.4%
-61.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.0% | -2.2% | -3.4% |
| 7D | -2.1% | -0.6% | -1.5% | -1.7% |
| 30D | -6.6% | -4.6% | -2.1% | -5.3% |
| 3M | -18.7% | -21.2% | +2.5% | -10.6% |
| 6M | -10.4% | -36.4% | +26.0% | +5.6% |
| YTD | -26.8% | -28.9% | +2.2% | -20.4% |
| 1Y | -27.9% | -29.5% | +1.7% | -21.4% |
| 3Y | -38.7% | -8.6% | -30.1% | -46.7% |
| 5Y | -59.0% | +20.2% | -79.2% | -71.6% |
| All | -22.3% | +39.4% | -61.6% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 10y: compounded portfolio wealth divided by compounded LII 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…
10y analysis · Full analysis span regression · 6 months rolling