-22.3%
PINS vs PH
+469.9%
-492.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.0% |
| 7D | -6.9% | +2.1% | -9.1% | -8.1% |
| 30D | -11.4% | +0.3% | -11.7% | -12.1% |
| 3M | -22.2% | -8.8% | -13.4% | -19.0% |
| 6M | -10.9% | +10.0% | -21.0% | -17.1% |
| YTD | -26.8% | +10.5% | -37.3% | -33.2% |
| 1Y | -29.8% | +15.5% | -45.4% | -37.6% |
| 3Y | -39.0% | +136.4% | -175.4% | -64.6% |
| 5Y | -58.7% | +213.6% | -272.3% | -80.1% |
| All | -22.3% | +469.9% | -492.2% | -72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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