+101.7%
PSX vs PINS
-47.3%
+149.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.6% |
| 7D | +2.8% | -5.2% | +8.0% | +2.9% |
| 30D | +27.8% | -14.9% | +42.7% | +27.8% |
| 3M | +42.0% | -8.4% | +50.4% | +42.2% |
| 6M | +58.1% | +0.6% | +57.5% | +58.6% |
| YTD | +105.0% | -22.2% | +127.2% | +108.8% |
| All | +101.7% | -47.3% | +149.0% | +103.1% |
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