-58.4%
PINS vs MSI
+126.2%
-184.6%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.2% |
| 7D | -3.4% | +2.6% | -6.0% | -4.5% |
| 30D | -14.5% | +18.1% | -32.7% | -21.2% |
| 3M | -16.5% | +13.2% | -29.7% | -21.4% |
| 6M | -7.0% | +36.3% | -43.3% | -20.2% |
| YTD | -26.1% | +39.5% | -65.7% | -39.1% |
| 1Y | -30.0% | +36.9% | -66.9% | -41.7% |
| 3Y | -38.5% | +76.1% | -114.6% | -61.5% |
| 5Y | -58.4% | +123.7% | -182.1% | -81.5% |
| All | -58.4% | +126.2% | -184.6% | -81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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