+39.4%
SHEL vs PINS
-46.0%
+85.4%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.9% |
| 7D | +4.1% | -6.6% | +10.7% | +3.9% |
| 30D | +8.4% | -16.8% | +25.2% | +7.9% |
| 3M | +13.7% | -11.4% | +25.1% | +13.7% |
| 6M | +12.7% | -1.7% | +14.4% | +13.1% |
| YTD | +35.3% | -26.4% | +61.7% | +35.0% |
| 1Y | +39.4% | -45.5% | +84.9% | +38.2% |
| All | +39.4% | -46.0% | +85.4% | +38.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling