+259.2%
PSX vs PINS
-14.1%
+273.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.3% | +0.4% |
| 7D | +4.5% | -12.0% | +16.6% | +6.2% |
| 30D | +26.6% | -12.7% | +39.3% | +28.7% |
| 3M | +39.3% | -5.5% | +44.8% | +39.7% |
| 6M | +56.8% | +5.3% | +51.6% | +54.6% |
| YTD | +101.8% | -21.2% | +123.0% | +105.6% |
| 1Y | +99.6% | -45.0% | +144.7% | +112.5% |
| 3Y | +140.3% | -26.2% | +166.6% | +140.1% |
| 5Y | +339.3% | -64.0% | +403.3% | +365.0% |
| All | +259.2% | -14.1% | +273.3% | +141.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling