-22.3%
PINS vs PTC
+102.1%
-124.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -4.3% |
| 7D | -2.1% | -0.2% | -1.8% | -1.9% |
| 30D | -6.6% | +0.8% | -7.4% | -7.1% |
| 3M | -18.7% | +32.1% | -50.8% | -35.0% |
| 6M | -10.4% | +42.6% | -53.0% | -33.3% |
| YTD | -26.8% | +12.0% | -38.7% | -35.8% |
| 1Y | -27.9% | +12.2% | -40.0% | -36.8% |
| 3Y | -38.7% | +31.2% | -69.9% | -55.1% |
| 5Y | -59.0% | +54.9% | -113.9% | -73.6% |
| All | -22.3% | +102.1% | -124.4% | -67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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