-25.1%
PINS vs SPMO
+322.0%
-347.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.1% | -9.1% | -9.1% |
| 7D | -13.9% | +2.7% | -16.6% | -16.5% |
| 30D | -25.0% | +1.1% | -26.1% | -26.3% |
| 3M | -16.6% | +2.0% | -18.7% | -22.1% |
| 6M | -7.0% | +26.5% | -33.5% | -35.6% |
| YTD | -29.4% | +26.5% | -55.9% | -51.1% |
| 1Y | -49.9% | +27.9% | -77.9% | -66.0% |
| 3Y | -33.6% | +160.4% | -194.0% | -83.5% |
| 5Y | -66.8% | +151.5% | -218.3% | -91.2% |
| All | -25.1% | +322.0% | -347.1% | -89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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