-38.7%
PINS vs SIMO
+214.6%
-253.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +4.2% | -8.3% | -4.4% |
| 7D | -2.1% | -22.0% | +19.9% | -1.0% |
| 30D | -6.6% | -43.0% | +36.4% | -4.1% |
| 3M | -18.7% | -39.1% | +20.4% | -17.2% |
| 6M | -10.4% | -33.3% | +22.9% | -11.5% |
| YTD | -26.8% | +77.0% | -103.7% | -42.0% |
| 1Y | -27.9% | +73.0% | -100.9% | -42.6% |
| 3Y | -38.7% | +215.7% | -254.4% | -61.1% |
| All | -38.7% | +214.6% | -253.3% | -61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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