-60.1%
PINS vs MTB
+61.4%
-121.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | -0.1% |
| 7D | +1.0% | +1.5% | -0.5% | +0.3% |
| 30D | -12.0% | +2.3% | -14.3% | -12.8% |
| 3M | -17.9% | -12.1% | -5.8% | -13.2% |
| 6M | -1.0% | +9.8% | -10.8% | -5.3% |
| YTD | -26.0% | +12.0% | -38.0% | -30.1% |
| 1Y | -28.5% | +22.0% | -50.5% | -35.0% |
| 3Y | -39.2% | +107.6% | -146.8% | -56.4% |
| All | -60.1% | +61.4% | -121.4% | -67.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling