-17.5%
PINS vs XHB
+162.3%
-179.8%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.1% | +0.5% |
| 7D | -5.2% | +0.2% | -5.4% | -5.4% |
| 30D | -14.9% | -9.1% | -5.9% | -8.9% |
| 3M | -8.4% | -2.3% | -6.1% | -8.0% |
| 6M | +0.6% | -4.1% | +4.8% | +1.2% |
| YTD | -22.2% | -1.7% | -20.5% | -24.7% |
| 1Y | -46.9% | -15.1% | -31.8% | -42.4% |
| 3Y | -26.9% | +26.8% | -53.7% | -47.4% |
| 5Y | -63.0% | +37.3% | -100.3% | -75.6% |
| All | -17.5% | +162.3% | -179.8% | -69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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