-21.6%
PINS vs QSR
+47.4%
-69.0%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +1.0% | +0.3% |
| 7D | -3.4% | -3.9% | +0.5% | -1.3% |
| 30D | -14.5% | +5.9% | -20.4% | -17.1% |
| 3M | -16.5% | +1.7% | -18.2% | -17.2% |
| 6M | -7.0% | -1.9% | -5.2% | -6.5% |
| YTD | -26.1% | +13.6% | -39.8% | -31.9% |
| 1Y | -30.0% | +13.1% | -43.1% | -35.4% |
| 3Y | -38.5% | +21.8% | -60.3% | -48.1% |
| 5Y | -58.4% | +57.2% | -115.6% | -70.4% |
| All | -21.6% | +47.4% | -69.0% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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