-39.2%
PINS vs PHM
+59.3%
-98.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | +1.0% | -4.1% | +5.1% | +1.7% |
| 30D | -12.0% | +16.1% | -28.1% | -14.3% |
| 3M | -17.9% | -2.5% | -15.4% | -17.6% |
| 6M | -1.0% | +12.9% | -13.9% | -3.4% |
| YTD | -26.0% | +9.0% | -35.0% | -28.5% |
| 1Y | -28.5% | +8.2% | -36.6% | -30.7% |
| 3Y | -39.2% | +58.4% | -97.6% | -49.6% |
| All | -39.2% | +59.3% | -98.4% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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