+151.9%
SHOP vs PINS
-39.6%
+191.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +1.9% |
| 7D | -2.7% | -6.2% | +3.5% | -0.1% |
| 30D | -11.0% | -10.9% | -0.1% | -6.9% |
| 3M | +0.3% | -19.5% | +19.8% | +9.0% |
| 6M | +37.7% | -10.4% | +48.1% | +41.6% |
| YTD | -5.5% | -26.4% | +20.8% | +3.3% |
| 1Y | -0.2% | -29.6% | +29.4% | +11.0% |
| 3Y | +151.9% | -39.0% | +190.9% | +165.0% |
| All | +151.9% | -39.6% | +191.5% | +165.0% |
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 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