-45.5%
PINS vs SCHG
+13.0%
-58.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.6% | +0.6% |
| 7D | -6.6% | -1.0% | -5.6% | -5.6% |
| 30D | -16.8% | -1.3% | -15.5% | -15.7% |
| 3M | -11.4% | +5.4% | -16.8% | -15.6% |
| 6M | -1.7% | +14.4% | -16.1% | -13.4% |
| YTD | -26.4% | +8.0% | -34.4% | -32.0% |
| 1Y | -45.5% | +12.7% | -58.2% | -52.2% |
| All | -45.5% | +13.0% | -58.5% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · 6 months rolling