-27.1%
PINS vs XHB
+30.5%
-57.6%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.1% | -2.5% |
| 7D | -12.0% | -1.3% | -10.7% | -11.6% |
| 30D | -12.7% | -6.9% | -5.8% | -10.5% |
| 3M | -5.5% | -1.3% | -4.3% | -5.6% |
| 6M | +5.3% | -6.8% | +12.1% | +7.1% |
| YTD | -21.2% | +0.7% | -21.9% | -23.4% |
| 1Y | -45.0% | -11.2% | -33.8% | -43.3% |
| All | -27.1% | +30.5% | -57.6% | -44.8% |
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