+363.8%
PSX vs PINS
-63.8%
+427.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.7% |
| 7D | +2.8% | -5.2% | +8.0% | +3.4% |
| 30D | +27.8% | -14.9% | +42.7% | +29.8% |
| 3M | +42.0% | -8.4% | +50.4% | +42.9% |
| 6M | +58.1% | +0.6% | +57.5% | +57.1% |
| YTD | +105.0% | -22.2% | +127.2% | +108.8% |
| 1Y | +104.9% | -46.9% | +151.8% | +117.5% |
| 3Y | +134.1% | -26.9% | +161.0% | +135.3% |
| 5Y | +363.8% | -63.0% | +426.8% | +384.9% |
| All | +363.8% | -63.8% | +427.7% | +384.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling