-39.0%
PINS vs SPMO
+122.8%
-161.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -6.9% | -2.6% | -4.3% | -5.5% |
| 30D | -11.4% | -14.2% | +2.8% | -3.4% |
| 3M | -22.2% | -12.7% | -9.6% | -16.4% |
| 6M | -10.9% | -9.6% | -1.3% | -9.8% |
| YTD | -26.8% | +9.3% | -36.1% | -38.0% |
| 1Y | -29.8% | +8.2% | -38.1% | -40.0% |
| 3Y | -39.0% | +119.4% | -158.4% | -74.6% |
| All | -39.0% | +122.8% | -161.8% | -74.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling