-21.2%
PINS vs SPMO
+278.1%
-299.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.7% | -2.2% | -2.5% |
| 7D | -9.4% | +1.8% | -11.2% | -11.5% |
| 30D | -10.2% | -10.0% | -0.2% | -0.1% |
| 3M | -19.0% | -9.4% | -9.7% | -11.4% |
| 6M | -7.4% | -7.7% | +0.3% | -5.9% |
| YTD | -25.7% | +13.3% | -39.1% | -42.7% |
| 1Y | -29.7% | +12.7% | -42.4% | -45.5% |
| 3Y | -38.1% | +127.5% | -165.6% | -82.3% |
| 5Y | -57.3% | +119.7% | -176.9% | -86.9% |
| All | -21.2% | +278.1% | -299.3% | -88.0% |
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