-21.2%
PINS vs URI
+785.1%
-806.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.2% | -2.7% | -0.1% |
| 7D | -9.4% | +2.6% | -12.0% | -10.4% |
| 30D | -10.2% | +9.1% | -19.3% | -13.5% |
| 3M | -19.0% | +1.0% | -20.0% | -20.0% |
| 6M | -7.4% | +23.3% | -30.7% | -16.7% |
| YTD | -25.7% | +43.3% | -69.0% | -39.5% |
| 1Y | -29.7% | +35.9% | -65.6% | -41.5% |
| 3Y | -38.1% | +158.6% | -196.8% | -63.4% |
| 5Y | -57.3% | +213.1% | -270.4% | -78.0% |
| All | -21.2% | +785.1% | -806.3% | -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