+393.4%
SE vs PINS
-15.2%
+408.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.6% |
| 7D | +0.6% | -5.2% | +5.8% | +2.8% |
| 30D | -0.1% | -14.9% | +14.9% | +6.3% |
| 3M | +34.1% | -8.4% | +42.5% | +37.7% |
| 6M | +23.2% | +0.6% | +22.6% | +20.8% |
| YTD | -11.2% | -22.2% | +11.0% | -5.3% |
| 1Y | -40.5% | -46.9% | +6.4% | -27.6% |
| 3Y | +196.3% | -26.9% | +223.2% | +186.8% |
| 5Y | -67.0% | -63.0% | -4.1% | -61.9% |
| All | +393.4% | -15.2% | +408.6% | +318.9% |
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