+86.2%
PSX vs PINS
-30.4%
+116.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | -7.8% | -6.9% | -0.9% | -7.9% |
| 30D | -9.9% | -11.4% | +1.6% | -10.0% |
| 3M | +16.9% | -22.2% | +39.2% | +16.8% |
| 6M | +48.0% | -10.9% | +58.9% | +48.0% |
| YTD | +98.3% | -26.8% | +125.2% | +101.3% |
| 1Y | +86.2% | -29.8% | +116.0% | +92.6% |
| All | +86.2% | -30.4% | +116.6% | +92.6% |
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