-17.5%
PINS vs UL
+23.6%
-41.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.2% | -0.9% |
| 7D | -5.2% | -1.3% | -3.9% | -4.7% |
| 30D | -14.9% | +0.9% | -15.9% | -15.2% |
| 3M | -8.4% | +14.2% | -22.6% | -13.3% |
| 6M | +0.6% | -3.2% | +3.8% | +1.6% |
| YTD | -22.2% | -0.3% | -21.9% | -23.4% |
| 1Y | -46.9% | -8.8% | -38.2% | -45.8% |
| 3Y | -26.9% | +23.9% | -50.8% | -38.8% |
| 5Y | -63.0% | +21.4% | -84.3% | -69.4% |
| All | -17.5% | +23.6% | -41.1% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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