+96.9%
PSX vs PINS
-35.1%
+132.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.2% | -8.8% | -4.4% |
| 7D | -5.2% | +1.4% | -6.6% | -5.0% |
| 30D | -3.7% | +5.8% | -9.5% | -3.6% |
| 3M | +26.8% | -17.0% | +43.8% | +26.8% |
| 6M | +47.3% | +1.8% | +45.5% | +47.8% |
| YTD | +105.4% | -18.0% | +123.5% | +108.7% |
| 1Y | +96.9% | -35.5% | +132.4% | +103.4% |
| All | +96.9% | -35.1% | +132.0% | +103.4% |
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