+253.0%
PSX vs PINS
-20.2%
+273.2%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | -7.8% | -6.9% | -0.9% | -7.0% |
| 30D | -9.9% | -11.4% | +1.6% | -8.6% |
| 3M | +16.9% | -22.2% | +39.2% | +20.2% |
| 6M | +48.0% | -10.9% | +58.9% | +48.8% |
| YTD | +98.3% | -26.8% | +125.2% | +103.2% |
| 1Y | +86.2% | -29.8% | +116.0% | +91.8% |
| 3Y | +144.0% | -39.0% | +183.0% | +149.9% |
| 5Y | +287.7% | -58.7% | +346.4% | +300.8% |
| All | +253.0% | -20.2% | +273.2% | +138.5% |
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