-63.0%
PINS vs USHY
+21.9%
-84.9%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.2% | -1.2% |
| 7D | -5.2% | 0.0% | -5.3% | -5.3% |
| 30D | -14.9% | 0.0% | -14.9% | -14.9% |
| 3M | -8.4% | +1.2% | -9.6% | -11.5% |
| 6M | +0.6% | +2.6% | -2.0% | -7.0% |
| YTD | -22.2% | +2.4% | -24.7% | -27.7% |
| 1Y | -46.9% | +4.2% | -51.2% | -53.2% |
| 3Y | -26.9% | +28.0% | -54.9% | -64.4% |
| 5Y | -63.0% | +21.8% | -84.8% | -74.1% |
| All | -63.0% | +21.9% | -84.9% | -74.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling