-59.3%
PINS vs Z
-55.4%
-3.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.4% | -1.8% | -3.0% |
| 7D | -2.1% | -4.6% | +2.5% | 0.0% |
| 30D | -6.6% | +8.3% | -15.0% | -11.0% |
| 3M | -18.7% | -11.6% | -7.1% | -15.3% |
| 6M | -10.4% | -33.6% | +23.2% | +6.9% |
| YTD | -26.8% | -56.7% | +29.9% | +6.2% |
| 1Y | -27.9% | -59.1% | +31.3% | +7.0% |
| 3Y | -38.7% | -20.4% | -18.3% | -43.5% |
| All | -59.3% | -55.4% | -3.9% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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