+15.5%
SBUX vs PINS
-28.3%
+43.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -2.3% |
| 7D | -3.9% | -5.2% | +1.3% | -3.5% |
| 30D | -2.8% | -14.9% | +12.1% | -1.7% |
| 3M | +8.2% | -8.4% | +16.6% | +8.6% |
| 6M | +4.3% | +0.6% | +3.6% | +3.6% |
| YTD | +23.3% | -22.2% | +45.5% | +24.7% |
| 1Y | +24.3% | -46.9% | +71.2% | +29.7% |
| 3Y | +15.5% | -26.9% | +42.3% | +16.2% |
| All | +15.5% | -28.3% | +43.7% | +16.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling