-60.1%
PINS vs PTC
+60.7%
-120.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +1.0% | +0.5% | +0.5% | +0.7% |
| 30D | -12.0% | +1.2% | -13.2% | -12.6% |
| 3M | -17.9% | +27.4% | -45.2% | -31.2% |
| 6M | -1.0% | +39.2% | -40.2% | -23.3% |
| YTD | -26.0% | +12.5% | -38.5% | -33.5% |
| 1Y | -28.5% | +12.3% | -40.7% | -35.6% |
| 3Y | -39.2% | +28.8% | -68.0% | -55.9% |
| All | -60.1% | +60.7% | -120.7% | -78.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling