+17.6%
PM vs PINS
-47.0%
+64.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.3% | +2.5% | +1.1% |
| 7D | -1.3% | -5.2% | +3.9% | -1.6% |
| 30D | -2.6% | -14.9% | +12.4% | -3.5% |
| 3M | +5.8% | -8.4% | +14.2% | +5.4% |
| 6M | +10.6% | +0.6% | +9.9% | +11.5% |
| YTD | +17.2% | -22.2% | +39.4% | +17.1% |
| 1Y | +17.6% | -46.9% | +64.6% | +13.9% |
| All | +17.6% | -47.0% | +64.6% | +13.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling