+59.5%
SCHW vs PINS
-64.9%
+124.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.3% |
| 7D | -1.9% | -6.6% | +4.8% | -0.9% |
| 30D | -1.6% | -16.8% | +15.2% | +1.0% |
| 3M | +21.3% | -11.4% | +32.7% | +22.8% |
| 6M | +16.5% | -1.7% | +18.2% | +15.7% |
| YTD | +8.4% | -26.4% | +34.8% | +12.0% |
| 1Y | +15.6% | -45.5% | +61.1% | +24.3% |
| 3Y | +86.8% | -31.7% | +118.6% | +87.9% |
| All | +59.5% | -64.9% | +124.4% | +60.4% |
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