-39.2%
PINS vs PEG
+36.1%
-75.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.3% | +0.1% |
| 7D | +1.0% | +4.5% | -3.5% | +0.7% |
| 30D | -12.0% | +7.5% | -19.5% | -12.4% |
| 3M | -17.9% | +0.8% | -18.7% | -17.9% |
| 6M | -1.0% | 0.0% | -1.1% | -1.1% |
| YTD | -26.0% | -3.0% | -23.0% | -26.6% |
| 1Y | -28.5% | -4.7% | -23.7% | -28.6% |
| 3Y | -39.2% | +36.5% | -75.7% | -40.7% |
| All | -39.2% | +36.1% | -75.3% | -40.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling