-16.4%
PINS vs URI
+675.3%
-691.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.6% | -3.8% | -2.8% |
| 7D | -12.0% | -2.0% | -10.1% | -11.4% |
| 30D | -12.7% | -12.9% | +0.3% | -8.0% |
| 3M | -5.5% | -6.7% | +1.2% | -4.2% |
| 6M | +5.3% | +19.0% | -13.7% | -5.7% |
| YTD | -21.2% | +25.5% | -46.7% | -32.0% |
| 1Y | -45.0% | +5.5% | -50.6% | -48.8% |
| 3Y | -26.2% | +111.3% | -137.5% | -52.4% |
| 5Y | -64.0% | +198.6% | -262.5% | -81.0% |
| All | -16.4% | +675.3% | -691.7% | -74.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling