-27.1%
PINS vs XEL
+47.7%
-74.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.3% | -2.4% |
| 7D | -12.0% | -1.0% | -11.1% | -12.3% |
| 30D | -12.7% | -1.9% | -10.8% | -13.1% |
| 3M | -5.5% | -1.9% | -3.6% | -5.9% |
| 6M | +5.3% | -7.4% | +12.7% | +3.7% |
| YTD | -21.2% | +4.1% | -25.3% | -20.5% |
| 1Y | -45.0% | +8.0% | -53.1% | -44.1% |
| All | -27.1% | +47.7% | -74.8% | -25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling