+70.4%
SBUX vs PINS
-20.2%
+90.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.0% | +0.6% |
| 7D | +4.9% | -6.9% | +11.9% | +6.1% |
| 30D | +21.2% | -11.4% | +32.6% | +23.3% |
| 3M | +5.7% | -22.2% | +27.9% | +9.5% |
| 6M | +6.0% | -10.9% | +16.9% | +6.8% |
| YTD | +32.9% | -26.8% | +59.7% | +37.0% |
| 1Y | +33.3% | -29.8% | +63.1% | +38.3% |
| 3Y | +13.0% | -39.0% | +52.0% | +14.9% |
| 5Y | +8.8% | -58.7% | +67.5% | +11.0% |
| All | +70.4% | -20.2% | +90.6% | +17.0% |
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