+103.7%
SHEL vs PINS
-20.9%
+124.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.7% | -2.4% | +0.1% |
| 7D | +3.9% | -9.9% | +13.9% | +5.0% |
| 30D | +7.0% | -20.9% | +27.9% | +9.4% |
| 3M | +12.5% | -13.7% | +26.2% | +13.7% |
| 6M | +14.8% | -3.0% | +17.8% | +14.3% |
| YTD | +34.2% | -27.5% | +61.6% | +37.2% |
| 1Y | +37.0% | -46.8% | +83.8% | +44.3% |
| 3Y | +70.9% | -31.8% | +102.7% | +70.2% |
| 5Y | +192.5% | -65.4% | +257.9% | +207.8% |
| All | +103.7% | -20.9% | +124.6% | +33.1% |
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