-66.8%
PINS vs XEL
+29.4%
-96.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -0.9% | -8.3% | -9.3% |
| 7D | -13.9% | +0.9% | -14.8% | -13.8% |
| 30D | -25.0% | -0.9% | -24.1% | -25.0% |
| 3M | -16.6% | -1.4% | -15.2% | -16.6% |
| 6M | -7.0% | -5.8% | -1.2% | -7.0% |
| YTD | -29.4% | +4.7% | -34.1% | -29.8% |
| 1Y | -49.9% | +9.1% | -59.0% | -50.4% |
| 3Y | -33.6% | +47.8% | -81.5% | -38.0% |
| 5Y | -66.8% | +29.0% | -95.8% | -69.2% |
| All | -66.8% | +29.4% | -96.3% | -69.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling