-59.1%
PINS vs SIMO
+169.9%
-229.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.7% | -5.2% | -0.1% |
| 7D | -6.2% | -8.5% | +2.3% | -5.4% |
| 30D | -10.9% | -34.8% | +23.9% | -6.8% |
| 3M | -19.5% | -32.8% | +13.3% | -17.2% |
| 6M | -10.4% | -32.0% | +21.6% | -10.7% |
| YTD | -26.4% | +87.0% | -113.4% | -44.5% |
| 1Y | -29.6% | +86.1% | -115.7% | -47.0% |
| 3Y | -39.0% | +226.4% | -265.4% | -63.3% |
| 5Y | -59.1% | +172.1% | -231.3% | -74.2% |
| All | -59.1% | +169.9% | -229.0% | -74.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling