-63.4%
PINS vs MUB
+2.2%
-65.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -12.0% | -0.9% | -11.2% | -11.3% |
| 30D | -12.7% | -1.4% | -11.3% | -11.4% |
| 3M | -5.5% | -2.2% | -3.4% | -3.5% |
| 6M | +5.3% | -1.9% | +7.1% | +7.2% |
| YTD | -21.2% | -0.8% | -20.4% | -20.6% |
| 1Y | -45.0% | +2.7% | -47.8% | -46.2% |
| 3Y | -26.2% | +8.6% | -34.8% | -33.9% |
| All | -63.4% | +2.2% | -65.6% | -69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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