+474.4%
SHOP vs PINS
-23.0%
+497.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -9.2% | +3.8% | -1.3% |
| 7D | -10.6% | -13.9% | +3.2% | -4.5% |
| 30D | -18.3% | -25.0% | +6.7% | -7.2% |
| 3M | +14.8% | -16.6% | +31.4% | +23.2% |
| 6M | -5.0% | -7.0% | +1.9% | -3.5% |
| YTD | -21.2% | -29.4% | +8.2% | -10.6% |
| 1Y | -11.6% | -49.9% | +38.3% | +14.4% |
| 3Y | +101.2% | -33.6% | +134.9% | +116.5% |
| 5Y | -15.7% | -66.8% | +51.1% | +7.9% |
| All | +474.4% | -23.0% | +497.5% | +401.3% |
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