-39.0%
PINS vs URI
+155.7%
-194.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.2% |
| 7D | -6.9% | -6.0% | -0.9% | -5.8% |
| 30D | -11.4% | +4.6% | -16.0% | -12.4% |
| 3M | -22.2% | -2.7% | -19.5% | -22.1% |
| 6M | -10.9% | +18.4% | -29.3% | -15.5% |
| YTD | -26.8% | +37.4% | -64.2% | -34.9% |
| 1Y | -29.8% | +30.4% | -60.2% | -36.4% |
| 3Y | -39.0% | +147.9% | -186.9% | -57.2% |
| All | -39.0% | +155.7% | -194.7% | -57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling