-16.4%
PINS vs RMD
+149.4%
-165.8%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.0% |
| 7D | -12.0% | -5.0% | -7.0% | -10.1% |
| 30D | -12.7% | +2.2% | -14.9% | -13.7% |
| 3M | -5.5% | +17.8% | -23.4% | -12.5% |
| 6M | +5.3% | -11.3% | +16.6% | +10.0% |
| YTD | -21.2% | -4.4% | -16.8% | -20.9% |
| 1Y | -45.0% | -15.7% | -29.3% | -41.8% |
| 3Y | -26.2% | +47.7% | -74.0% | -44.0% |
| 5Y | -64.0% | -19.2% | -44.7% | -63.2% |
| All | -16.4% | +149.4% | -165.8% | -36.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling