+167.1%
RTX vs PINS
-63.8%
+230.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.9% |
| 7D | -3.1% | -5.2% | +2.1% | -2.8% |
| 30D | -10.6% | -14.9% | +4.4% | -9.6% |
| 3M | +11.6% | -8.4% | +20.1% | +12.1% |
| 6M | -4.5% | +0.6% | -5.2% | -4.9% |
| YTD | +9.6% | -22.2% | +31.8% | +10.8% |
| 1Y | +30.8% | -46.9% | +77.8% | +35.8% |
| 3Y | +152.8% | -26.9% | +179.7% | +150.0% |
| 5Y | +167.1% | -63.0% | +230.1% | +173.3% |
| All | +167.1% | -63.8% | +230.9% | +173.3% |
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 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