-30.0%
PINS vs USAR
+74.0%
-104.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.2% |
| 7D | -12.0% | -2.1% | -9.9% | -12.0% |
| 30D | -12.7% | +2.6% | -15.3% | -12.7% |
| 3M | -5.5% | -35.0% | +29.5% | -5.3% |
| 6M | +5.3% | -6.9% | +12.1% | +5.2% |
| YTD | -21.2% | +48.0% | -69.2% | -21.3% |
| 1Y | -45.0% | +24.8% | -69.8% | -44.9% |
| 3Y | -26.2% | +73.2% | -99.5% | -29.7% |
| All | -30.0% | +74.0% | -104.0% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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