-16.4%
PINS vs SPXU
-98.5%
+82.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.4% | -1.5% |
| 7D | -12.0% | -0.1% | -11.9% | -12.0% |
| 30D | -12.7% | +0.8% | -13.5% | -12.2% |
| 3M | -5.5% | -4.7% | -0.8% | -6.7% |
| 6M | +5.3% | -29.6% | +34.9% | -9.7% |
| YTD | -21.2% | -29.9% | +8.7% | -32.0% |
| 1Y | -45.0% | -39.1% | -6.0% | -55.4% |
| 3Y | -26.2% | -80.0% | +53.8% | -60.3% |
| 5Y | -64.0% | -86.0% | +22.1% | -78.5% |
| All | -16.4% | -98.5% | +82.1% | -72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 all: compounded portfolio wealth divided by compounded SPXU 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…
all analysis · Full analysis span regression · 6 months rolling