-38.7%
PINS vs RMD
+57.4%
-96.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.7% | -2.5% | -3.8% |
| 7D | -2.1% | +2.3% | -4.4% | -2.6% |
| 30D | -6.6% | +4.1% | -10.8% | -7.5% |
| 3M | -18.7% | +5.7% | -24.4% | -19.8% |
| 6M | -10.4% | +12.9% | -23.3% | -13.1% |
| YTD | -26.8% | -1.5% | -25.3% | -27.3% |
| 1Y | -27.9% | -4.8% | -23.1% | -27.9% |
| 3Y | -38.7% | +57.5% | -96.2% | -45.0% |
| All | -38.7% | +57.4% | -96.1% | -45.0% |
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