-60.1%
PINS vs SMTC
+26.3%
-86.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.2% | +0.8% |
| 7D | +1.0% | +11.0% | -10.0% | -0.9% |
| 30D | -12.0% | -28.5% | +16.5% | -8.3% |
| 3M | -17.9% | -14.2% | -3.7% | -18.6% |
| 6M | -1.0% | -18.0% | +17.0% | -3.8% |
| YTD | -26.0% | +55.5% | -81.5% | -39.0% |
| 1Y | -28.5% | +69.5% | -98.0% | -42.4% |
| 3Y | -39.2% | +699.7% | -738.8% | -74.9% |
| All | -60.1% | +26.3% | -86.4% | -60.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling