-21.5%
PINS vs PEG
+65.8%
-87.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.3% | -0.6% |
| 7D | +1.0% | +4.5% | -3.5% | -1.3% |
| 30D | -12.0% | +7.5% | -19.5% | -15.4% |
| 3M | -17.9% | +0.8% | -18.7% | -18.5% |
| 6M | -1.0% | 0.0% | -1.1% | -2.0% |
| YTD | -26.0% | -3.0% | -23.0% | -26.6% |
| 1Y | -28.5% | -4.7% | -23.7% | -28.4% |
| 3Y | -39.2% | +36.5% | -75.7% | -53.2% |
| 5Y | -58.3% | +44.4% | -102.7% | -70.5% |
| All | -21.5% | +65.8% | -87.3% | -55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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