-21.6%
PINS vs SAN
+197.6%
-219.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | +0.4% |
| 7D | -3.4% | +1.0% | -4.4% | -3.8% |
| 30D | -14.5% | -9.4% | -5.2% | -11.6% |
| 3M | -16.5% | -17.1% | +0.6% | -11.0% |
| 6M | -7.0% | +2.2% | -9.2% | -8.6% |
| YTD | -26.1% | +6.0% | -32.1% | -29.2% |
| 1Y | -30.0% | +12.7% | -42.7% | -34.5% |
| 3Y | -38.5% | +242.1% | -280.6% | -63.2% |
| 5Y | -58.4% | +293.6% | -352.0% | -77.3% |
| All | -21.6% | +197.6% | -219.2% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 SAN 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