-57.3%
PINS vs URA
+37.5%
-94.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.0% |
| 7D | -9.4% | +2.9% | -12.3% | -10.3% |
| 30D | -10.2% | -10.8% | +0.6% | -7.2% |
| 3M | -19.0% | -25.5% | +6.5% | -12.0% |
| 6M | -7.4% | -41.2% | +33.8% | +7.9% |
| YTD | -25.7% | -21.3% | -4.5% | -25.3% |
| 1Y | -29.7% | -25.7% | -4.0% | -28.0% |
| 3Y | -38.1% | +43.1% | -81.2% | -57.2% |
| 5Y | -57.3% | +35.6% | -92.9% | -74.2% |
| All | -57.3% | +37.5% | -94.8% | -74.2% |
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