-63.0%
PINS vs SPMO
+149.9%
-212.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.7% |
| 7D | -5.2% | +3.4% | -8.6% | -8.1% |
| 30D | -14.9% | +0.5% | -15.5% | -15.7% |
| 3M | -8.4% | +1.9% | -10.3% | -13.3% |
| 6M | +0.6% | +27.8% | -27.2% | -27.9% |
| YTD | -22.2% | +26.7% | -48.9% | -43.7% |
| 1Y | -46.9% | +28.9% | -75.8% | -62.5% |
| 3Y | -26.9% | +160.7% | -187.6% | -80.2% |
| 5Y | -63.0% | +150.2% | -213.2% | -89.9% |
| All | -63.0% | +149.9% | -212.8% | -89.9% |
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