-21.9%
PINS vs SMTC
+113.6%
-135.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +12.8% | -12.3% | -2.6% |
| 7D | -6.2% | -4.8% | -1.3% | -6.1% |
| 30D | -10.9% | -37.8% | +26.9% | -2.0% |
| 3M | -19.5% | -16.5% | -3.0% | -20.1% |
| 6M | -10.4% | -4.4% | -6.0% | -18.5% |
| YTD | -26.4% | +58.0% | -84.4% | -44.4% |
| 1Y | -29.6% | +62.0% | -91.6% | -47.7% |
| 3Y | -39.0% | +745.7% | -784.7% | -82.3% |
| 5Y | -59.1% | +29.0% | -88.2% | -69.8% |
| All | -21.9% | +113.6% | -135.5% | -62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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