-57.2%
PINS vs URI
+178.2%
-235.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -7.1% | +0.4% | -4.2% |
| 7D | -0.7% | -12.9% | +12.3% | +4.4% |
| 30D | -1.2% | -3.4% | +2.2% | -0.2% |
| 3M | -15.3% | -10.0% | -5.3% | -12.6% |
| 6M | -11.2% | +12.2% | -23.4% | -17.0% |
| YTD | -23.6% | +29.8% | -53.3% | -35.1% |
| 1Y | -23.1% | +24.6% | -47.8% | -33.6% |
| 3Y | -36.0% | +137.6% | -173.6% | -63.4% |
| 5Y | -57.2% | +176.6% | -233.8% | -80.3% |
| All | -57.2% | +178.2% | -235.4% | -80.3% |
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