-21.9%
PINS vs MTB
+67.9%
-89.8%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | -0.3% |
| 7D | -6.2% | -0.8% | -5.4% | -5.8% |
| 30D | -10.9% | +2.4% | -13.3% | -11.6% |
| 3M | -19.5% | -10.5% | -9.0% | -16.2% |
| 6M | -10.4% | +6.4% | -16.8% | -12.5% |
| YTD | -26.4% | +12.8% | -39.2% | -29.9% |
| 1Y | -29.6% | +23.3% | -52.9% | -35.1% |
| 3Y | -39.0% | +108.2% | -147.3% | -53.5% |
| 5Y | -59.1% | +68.6% | -127.7% | -66.9% |
| All | -21.9% | +67.9% | -89.8% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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