-35.5%
PINS vs USHY
+1.9%
-37.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.5% | +3.2% |
| 7D | +1.4% | -0.2% | +1.6% | +1.7% |
| 30D | +5.8% | +0.7% | +5.1% | +4.4% |
| 3M | -17.0% | -2.2% | -14.8% | -13.3% |
| 6M | +1.8% | -0.9% | +2.6% | +3.5% |
| YTD | -18.0% | +0.2% | -18.2% | -18.8% |
| 1Y | -35.5% | +1.7% | -37.3% | -39.3% |
| All | -35.5% | +1.9% | -37.4% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 1y: compounded portfolio wealth divided by compounded USHY 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…
1y analysis · Full analysis span regression · 6 months rolling