-58.7%
PINS vs SPMO
+111.1%
-169.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.4% |
| 7D | -6.9% | -2.6% | -4.3% | -4.9% |
| 30D | -11.4% | -14.2% | +2.8% | +0.7% |
| 3M | -22.2% | -12.7% | -9.6% | -13.6% |
| 6M | -10.9% | -9.6% | -1.3% | -8.7% |
| YTD | -26.8% | +9.3% | -36.1% | -40.2% |
| 1Y | -29.8% | +8.2% | -38.1% | -42.1% |
| 3Y | -39.0% | +119.4% | -158.4% | -80.7% |
| 5Y | -58.7% | +112.5% | -171.1% | -87.4% |
| All | -58.7% | +111.1% | -169.8% | -87.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling