-27.8%
PINS vs OKE
+74.0%
-101.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.2% | -3.5% | -1.6% |
| 7D | -5.2% | +1.9% | -7.1% | -5.5% |
| 30D | -14.9% | +12.8% | -27.8% | -16.7% |
| 3M | -8.4% | +11.9% | -20.4% | -10.5% |
| 6M | +0.6% | +14.9% | -14.2% | -2.7% |
| YTD | -22.2% | +37.7% | -59.9% | -28.9% |
| 1Y | -46.9% | +44.1% | -91.0% | -52.2% |
| All | -27.8% | +74.0% | -101.8% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 3y: compounded portfolio wealth divided by compounded OKE 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…
3y analysis · Full analysis span regression · 6 months rolling