-63.4%
PINS vs URA
+128.0%
-191.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -2.9% | -2.4% |
| 7D | -12.0% | +1.1% | -13.1% | -12.4% |
| 30D | -12.7% | +7.4% | -20.1% | -14.9% |
| 3M | -5.5% | -8.4% | +2.9% | -3.8% |
| 6M | +5.3% | -12.7% | +18.0% | +7.3% |
| YTD | -21.2% | +7.8% | -29.0% | -27.3% |
| 1Y | -45.0% | +19.5% | -64.5% | -52.6% |
| 3Y | -26.2% | +116.4% | -142.6% | -53.7% |
| All | -63.4% | +128.0% | -191.4% | -78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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