-21.9%
PINS vs RMD
+157.5%
-179.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -6.2% | +1.2% | -7.4% | -6.6% |
| 30D | -10.9% | +2.5% | -13.4% | -12.0% |
| 3M | -19.5% | +11.5% | -31.1% | -23.4% |
| 6M | -10.4% | +14.7% | -25.1% | -16.3% |
| YTD | -26.4% | -1.3% | -25.1% | -27.3% |
| 1Y | -29.6% | -5.3% | -24.4% | -29.3% |
| 3Y | -39.0% | +68.8% | -107.8% | -56.6% |
| 5Y | -59.1% | -5.9% | -53.3% | -61.3% |
| All | -21.9% | +157.5% | -179.3% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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