-57.3%
PINS vs NTR
+22.4%
-79.6%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.6% |
| 7D | -9.4% | -0.6% | -8.8% | -9.3% |
| 30D | -10.2% | +5.4% | -15.6% | -11.0% |
| 3M | -19.0% | +7.3% | -26.3% | -20.4% |
| 6M | -7.4% | +2.2% | -9.6% | -8.2% |
| YTD | -25.7% | +18.9% | -44.6% | -29.5% |
| 1Y | -29.7% | +23.7% | -53.4% | -34.0% |
| 3Y | -38.1% | +47.5% | -85.6% | -45.3% |
| 5Y | -57.3% | +22.0% | -79.3% | -64.5% |
| All | -57.3% | +22.4% | -79.6% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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