+66.2%
SBUX vs PINS
-19.5%
+85.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -2.3% |
| 7D | +1.0% | -3.4% | +4.4% | +1.6% |
| 30D | +16.6% | -14.5% | +31.1% | +19.4% |
| 3M | -0.6% | -16.5% | +15.9% | +1.9% |
| 6M | +1.8% | -7.0% | +8.8% | +1.9% |
| YTD | +29.7% | -26.1% | +55.8% | +33.5% |
| 1Y | +26.1% | -30.0% | +56.1% | +30.8% |
| 3Y | +10.3% | -38.5% | +48.7% | +12.0% |
| 5Y | +7.6% | -58.4% | +66.0% | +9.7% |
| All | +66.2% | -19.5% | +85.7% | +14.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling