+239.4%
SE vs PINS
-19.7%
+259.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.7% |
| 7D | +3.3% | -6.2% | +9.4% | +5.9% |
| 30D | -18.2% | -10.9% | -7.2% | -14.7% |
| 3M | -31.3% | -19.5% | -11.8% | -25.9% |
| 6M | -10.1% | -10.4% | +0.3% | -7.9% |
| YTD | -38.9% | -26.4% | -12.5% | -34.0% |
| 1Y | -48.0% | -29.6% | -18.4% | -43.0% |
| 3Y | +78.8% | -39.0% | +117.8% | +88.6% |
| 5Y | -77.1% | -59.1% | -18.0% | -74.2% |
| All | +239.4% | -19.7% | +259.1% | +192.0% |
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