-21.6%
PINS vs URI
+776.1%
-797.8%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.2% |
| 7D | -3.4% | +9.3% | -12.7% | -6.8% |
| 30D | -14.5% | +7.6% | -22.1% | -17.3% |
| 3M | -16.5% | +1.0% | -17.6% | -17.6% |
| 6M | -7.0% | +19.8% | -26.9% | -15.4% |
| YTD | -26.1% | +41.9% | -68.0% | -39.6% |
| 1Y | -30.0% | +33.4% | -63.4% | -41.3% |
| 3Y | -38.5% | +156.0% | -194.5% | -63.5% |
| 5Y | -58.4% | +209.5% | -267.9% | -78.5% |
| All | -21.6% | +776.1% | -797.8% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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