+187.9%
RCL vs PINS
-20.2%
+208.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.2% | +5.6% | +2.6% |
| 7D | +6.5% | -2.1% | +8.6% | +7.1% |
| 30D | +15.9% | -6.6% | +22.5% | +17.8% |
| 3M | +2.7% | -18.7% | +21.4% | +8.1% |
| 6M | +15.2% | -10.4% | +25.6% | +17.1% |
| YTD | +19.2% | -26.8% | +46.0% | +26.6% |
| 1Y | +31.6% | -27.9% | +59.5% | +40.2% |
| 3Y | +274.2% | -38.7% | +312.9% | +297.7% |
| 5Y | +250.1% | -59.0% | +309.1% | +278.6% |
| All | +187.9% | -20.2% | +208.0% | +73.0% |
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