-39.2%
PINS vs XHB
+35.8%
-75.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.6% | -0.1% |
| 7D | +1.0% | -0.2% | +1.2% | +1.0% |
| 30D | -12.0% | +9.9% | -21.9% | -14.6% |
| 3M | -17.9% | -6.3% | -11.6% | -16.2% |
| 6M | -1.0% | +3.8% | -4.9% | -2.9% |
| YTD | -26.0% | +0.1% | -26.2% | -27.9% |
| 1Y | -28.5% | -0.8% | -27.7% | -30.0% |
| 3Y | -39.2% | +35.6% | -74.8% | -49.3% |
| All | -39.2% | +35.8% | -75.0% | -49.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling