-59.3%
PINS vs OTIS
+4.5%
-63.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.5% | -3.8% |
| 7D | -2.1% | +4.2% | -6.3% | -4.3% |
| 30D | -6.6% | +20.1% | -26.8% | -16.1% |
| 3M | -18.7% | +7.6% | -26.3% | -22.3% |
| 6M | -10.4% | +4.2% | -14.6% | -13.0% |
| YTD | -26.8% | -8.1% | -18.7% | -23.7% |
| 1Y | -27.9% | -11.5% | -16.3% | -22.9% |
| 3Y | -38.7% | +3.8% | -42.5% | -47.0% |
| All | -59.3% | +4.5% | -63.8% | -67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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