-21.5%
PINS vs STZ
-13.4%
-8.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.1% |
| 7D | +1.0% | +2.6% | -1.6% | 0.0% |
| 30D | -12.0% | +15.2% | -27.2% | -16.9% |
| 3M | -17.9% | +7.6% | -25.5% | -20.5% |
| 6M | -1.0% | +5.3% | -6.3% | -4.0% |
| YTD | -26.0% | +8.6% | -34.7% | -30.0% |
| 1Y | -28.5% | +15.6% | -44.0% | -34.3% |
| 3Y | -39.2% | -35.2% | -4.0% | -29.6% |
| 5Y | -58.3% | -29.1% | -29.2% | -54.9% |
| All | -21.5% | -13.4% | -8.1% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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