-17.5%
PINS vs NRG
+251.8%
-269.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.4% |
| 7D | -5.2% | +9.3% | -14.5% | -8.1% |
| 30D | -14.9% | +1.3% | -16.2% | -15.6% |
| 3M | -8.4% | -6.0% | -2.4% | -8.9% |
| 6M | +0.6% | -22.0% | +22.6% | +5.6% |
| YTD | -22.2% | -24.1% | +1.9% | -19.2% |
| 1Y | -46.9% | -18.0% | -28.9% | -47.5% |
| 3Y | -26.9% | +220.0% | -246.9% | -65.5% |
| 5Y | -63.0% | +201.1% | -264.1% | -82.3% |
| All | -17.5% | +251.8% | -269.2% | -73.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling