-63.0%
PINS vs PBR
+527.8%
-590.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.5% | -4.8% | -1.7% |
| 7D | -5.2% | +2.5% | -7.7% | -5.5% |
| 30D | -14.9% | +19.4% | -34.3% | -16.7% |
| 3M | -8.4% | +20.8% | -29.2% | -10.7% |
| 6M | +0.6% | +23.5% | -22.8% | -2.6% |
| YTD | -22.2% | +83.4% | -105.6% | -29.2% |
| 1Y | -46.9% | +77.6% | -124.5% | -51.6% |
| 3Y | -26.9% | +99.9% | -126.7% | -34.9% |
| 5Y | -63.0% | +567.7% | -630.7% | -72.4% |
| All | -63.0% | +527.8% | -590.8% | -72.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling