+215.8%
PM vs PINS
-15.2%
+231.0%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.5% | +1.3% |
| 7D | -1.3% | -5.2% | +3.9% | -1.1% |
| 30D | -2.6% | -14.9% | +12.4% | -1.9% |
| 3M | +5.8% | -8.4% | +14.2% | +6.1% |
| 6M | +10.6% | +0.6% | +9.9% | +10.3% |
| YTD | +17.2% | -22.2% | +39.4% | +18.1% |
| 1Y | +17.6% | -46.9% | +64.6% | +20.5% |
| 3Y | +124.3% | -26.9% | +151.1% | +121.8% |
| 5Y | +125.1% | -63.0% | +188.1% | +131.1% |
| All | +215.8% | -15.2% | +231.0% | +140.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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