+283.2%
PSX vs PINS
-59.5%
+342.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.4% | +2.9% |
| 7D | -8.0% | -6.2% | -1.9% | -7.5% |
| 30D | -9.0% | -10.9% | +1.9% | -8.1% |
| 3M | +24.7% | -19.5% | +44.3% | +27.0% |
| 6M | +49.3% | -10.4% | +59.7% | +50.0% |
| YTD | +100.2% | -26.4% | +126.6% | +104.4% |
| 1Y | +88.8% | -29.6% | +118.5% | +93.9% |
| 3Y | +152.5% | -39.0% | +191.5% | +158.0% |
| 5Y | +283.2% | -59.1% | +342.3% | +283.9% |
| All | +283.2% | -59.5% | +342.7% | +283.9% |
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