-22.3%
PINS vs URI
+748.3%
-770.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | +0.2% |
| 7D | -6.9% | -6.0% | -0.9% | -4.9% |
| 30D | -11.4% | +4.6% | -16.0% | -13.3% |
| 3M | -22.2% | -2.7% | -19.5% | -22.1% |
| 6M | -10.9% | +18.4% | -29.3% | -18.6% |
| YTD | -26.8% | +37.4% | -64.2% | -39.4% |
| 1Y | -29.8% | +30.4% | -60.2% | -40.6% |
| 3Y | -39.0% | +147.9% | -186.9% | -63.4% |
| 5Y | -58.7% | +202.1% | -260.7% | -78.4% |
| All | -22.3% | +748.3% | -770.7% | -77.2% |
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