-21.2%
PINS vs XRT
+126.3%
-147.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | -9.4% | -1.4% | -7.9% | -8.3% |
| 30D | -10.2% | +9.8% | -20.0% | -16.8% |
| 3M | -19.0% | +3.3% | -22.3% | -21.1% |
| 6M | -7.4% | +13.6% | -21.0% | -16.4% |
| YTD | -25.7% | +9.1% | -34.8% | -31.3% |
| 1Y | -29.7% | +15.1% | -44.8% | -37.8% |
| 3Y | -38.1% | +59.9% | -98.1% | -59.5% |
| 5Y | -57.3% | -1.7% | -55.5% | -59.2% |
| All | -21.2% | +126.3% | -147.4% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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