+48.4%
RSP vs PINS
-58.8%
+107.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +2.4% | +1.0% | +1.4% | +2.2% |
| 30D | +4.3% | -12.0% | +16.3% | +5.9% |
| 3M | -0.3% | -17.9% | +17.6% | +1.9% |
| 6M | +9.8% | -1.0% | +10.9% | +9.1% |
| YTD | +16.8% | -26.0% | +42.9% | +19.9% |
| 1Y | +19.5% | -28.5% | +48.0% | +23.1% |
| 3Y | +65.1% | -39.2% | +104.3% | +68.3% |
| All | +48.4% | -58.8% | +107.3% | +47.1% |
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