-38.7%
PINS vs PFG
+72.1%
-110.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.7% | -2.5% | -3.1% |
| 7D | -2.1% | -0.6% | -1.4% | -1.4% |
| 30D | -6.6% | +2.0% | -8.7% | -7.8% |
| 3M | -18.7% | -3.2% | -15.6% | -17.3% |
| 6M | -10.4% | +10.9% | -21.3% | -17.1% |
| YTD | -26.8% | +28.8% | -55.6% | -39.2% |
| 1Y | -27.9% | +39.2% | -67.0% | -43.4% |
| 3Y | -38.7% | +75.0% | -113.7% | -58.7% |
| All | -38.7% | +72.1% | -110.8% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 PFG 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