-22.3%
PINS vs XEL
+83.1%
-105.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -6.9% | +1.7% | -8.7% | -7.3% |
| 30D | -11.4% | +8.6% | -20.0% | -13.5% |
| 3M | -22.2% | +5.1% | -27.3% | -23.4% |
| 6M | -10.9% | +2.5% | -13.4% | -12.0% |
| YTD | -26.8% | +11.0% | -37.8% | -30.2% |
| 1Y | -29.8% | +2.7% | -32.6% | -31.4% |
| 3Y | -39.0% | +49.7% | -88.7% | -50.4% |
| 5Y | -58.7% | +46.1% | -104.8% | -67.1% |
| All | -22.3% | +83.1% | -105.4% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 10y: compounded portfolio wealth divided by compounded XEL 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…
10y analysis · Full analysis span regression · 6 months rolling