+63.7%
SE vs PINS
-38.3%
+102.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +1.0% | +1.1% |
| 7D | -0.5% | +1.0% | -1.5% | -0.7% |
| 30D | -20.9% | -12.0% | -8.9% | -18.8% |
| 3M | -38.9% | -17.9% | -21.0% | -36.5% |
| 6M | -19.4% | -1.0% | -18.4% | -19.9% |
| YTD | -40.9% | -26.0% | -14.9% | -37.9% |
| 1Y | -46.2% | -28.5% | -17.7% | -43.1% |
| 3Y | +63.7% | -39.2% | +102.9% | +110.5% |
| All | +63.7% | -38.3% | +102.0% | +110.5% |
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