-21.9%
PINS vs NRG
+233.6%
-255.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +0.9% |
| 7D | -6.6% | -4.7% | -1.9% | -5.1% |
| 30D | -16.8% | -6.0% | -10.8% | -15.3% |
| 3M | -11.4% | -8.0% | -3.4% | -11.1% |
| 6M | -1.7% | -23.2% | +21.5% | +3.5% |
| YTD | -26.4% | -28.1% | +1.6% | -22.1% |
| 1Y | -45.5% | -27.3% | -18.2% | -43.3% |
| 3Y | -31.7% | +208.7% | -240.4% | -67.5% |
| 5Y | -64.9% | +197.7% | -262.5% | -83.3% |
| All | -21.9% | +233.6% | -255.5% | -74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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