-21.9%
PINS vs PBR
+372.7%
-394.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.3% | +1.7% |
| 7D | -6.6% | +5.4% | -12.0% | -7.9% |
| 30D | -16.8% | +22.9% | -39.7% | -21.5% |
| 3M | -11.4% | +19.6% | -31.0% | -16.2% |
| 6M | -1.7% | +16.5% | -18.2% | -6.9% |
| YTD | -26.4% | +86.7% | -113.1% | -39.5% |
| 1Y | -45.5% | +74.7% | -120.2% | -54.5% |
| 3Y | -31.7% | +102.6% | -134.3% | -46.8% |
| 5Y | -64.9% | +566.6% | -631.5% | -83.0% |
| All | -21.9% | +372.7% | -394.6% | -62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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