-39.3%
PINS vs RMD
+68.9%
-108.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | -3.4% | +0.1% | -3.5% | -3.4% |
| 30D | -14.5% | +1.9% | -16.4% | -14.9% |
| 3M | -16.5% | +6.3% | -22.8% | -17.7% |
| 6M | -7.0% | +18.2% | -25.2% | -10.7% |
| YTD | -26.1% | +0.3% | -26.4% | -27.0% |
| 1Y | -30.0% | -4.3% | -25.8% | -30.2% |
| All | -39.3% | +68.9% | -108.2% | -45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling