+234.8%
RCL vs PINS
-64.0%
+298.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.0% | +0.5% |
| 7D | -5.1% | -12.0% | +6.9% | -1.4% |
| 30D | -19.0% | -12.7% | -6.3% | -15.8% |
| 3M | -9.6% | -5.5% | -4.1% | -8.8% |
| 6M | -6.7% | +5.3% | -12.0% | -9.6% |
| YTD | -3.9% | -21.2% | +17.3% | +0.8% |
| 1Y | -25.1% | -45.0% | +20.0% | -13.2% |
| 3Y | +179.1% | -26.2% | +205.3% | +178.3% |
| All | +234.8% | -64.0% | +298.8% | +236.4% |
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