-22.3%
PINS vs MUB
+14.3%
-36.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.3% | -4.3% |
| 7D | -2.1% | +0.7% | -2.8% | -3.2% |
| 30D | -6.6% | +4.4% | -11.0% | -13.0% |
| 3M | -18.7% | -0.4% | -18.3% | -18.2% |
| 6M | -10.4% | -0.9% | -9.5% | -9.0% |
| YTD | -26.8% | +0.1% | -26.8% | -26.9% |
| 1Y | -27.9% | +0.5% | -28.3% | -28.4% |
| 3Y | -38.7% | +11.7% | -50.4% | -50.1% |
| 5Y | -59.0% | +3.2% | -62.1% | -61.2% |
| All | -22.3% | +14.3% | -36.6% | +21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling