-21.5%
PINS vs URI
+764.9%
-786.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.4% | +0.7% |
| 7D | +1.0% | +6.7% | -5.7% | -1.6% |
| 30D | -12.0% | +8.9% | -20.9% | -15.2% |
| 3M | -17.9% | +0.5% | -18.4% | -18.8% |
| 6M | -1.0% | +20.7% | -21.7% | -10.3% |
| YTD | -26.0% | +40.0% | -66.1% | -39.3% |
| 1Y | -28.5% | +34.4% | -62.9% | -40.2% |
| 3Y | -39.2% | +149.5% | -188.7% | -63.5% |
| 5Y | -58.3% | +205.6% | -263.9% | -78.3% |
| All | -21.5% | +764.9% | -786.4% | -77.1% |
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