-18.9%
PINS vs PTC
+101.6%
-120.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.6% |
| 7D | -0.7% | -0.1% | -0.5% | -0.6% |
| 30D | -1.2% | +0.8% | -2.0% | -1.7% |
| 3M | -15.3% | +39.6% | -54.9% | -34.9% |
| 6M | -11.2% | +41.5% | -52.7% | -33.5% |
| YTD | -23.6% | +11.7% | -35.3% | -32.9% |
| 1Y | -23.1% | +2.4% | -25.6% | -28.6% |
| 3Y | -36.0% | +31.9% | -68.0% | -53.4% |
| 5Y | -57.2% | +54.5% | -111.7% | -72.5% |
| All | -18.9% | +101.6% | -120.5% | -66.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling