-21.2%
PINS vs RGEN
+218.8%
-240.0%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.8% |
| 7D | -9.4% | -3.1% | -6.2% | -8.3% |
| 30D | -10.2% | +0.1% | -10.3% | -10.4% |
| 3M | -19.0% | +4.8% | -23.8% | -21.5% |
| 6M | -7.4% | +48.9% | -56.3% | -23.0% |
| YTD | -25.7% | +5.3% | -31.1% | -30.0% |
| 1Y | -29.7% | +12.5% | -42.2% | -35.7% |
| 3Y | -38.1% | +17.0% | -55.1% | -49.8% |
| 5Y | -57.3% | -35.4% | -21.9% | -57.8% |
| All | -21.2% | +218.8% | -240.0% | -62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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