-49.9%
PINS vs TROW
+5.3%
-55.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -1.5% | -7.7% | -8.3% |
| 7D | -13.9% | -1.5% | -12.4% | -13.0% |
| 30D | -25.0% | -5.3% | -19.7% | -22.4% |
| 3M | -16.6% | +2.9% | -19.6% | -17.9% |
| 6M | -7.0% | +22.2% | -29.2% | -17.0% |
| YTD | -29.4% | +8.1% | -37.5% | -33.4% |
| 1Y | -49.9% | +5.8% | -55.7% | -51.9% |
| All | -49.9% | +5.3% | -55.2% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling