-59.3%
PINS vs URI
+166.6%
-225.8%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.1% | -5.3% | -4.6% |
| 7D | -2.1% | -9.8% | +7.7% | +1.5% |
| 30D | -6.6% | +1.7% | -8.4% | -7.5% |
| 3M | -18.7% | -9.1% | -9.7% | -16.5% |
| 6M | -10.4% | +9.9% | -20.3% | -15.4% |
| YTD | -26.8% | +31.2% | -58.0% | -38.1% |
| 1Y | -27.9% | +25.9% | -53.8% | -37.9% |
| 3Y | -38.7% | +147.4% | -186.1% | -65.6% |
| All | -59.3% | +166.6% | -225.8% | -81.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling