-2.2%
SHOP vs PINS
-59.5%
+57.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +1.8% |
| 7D | -2.7% | -6.2% | +3.5% | +1.0% |
| 30D | -11.0% | -10.9% | -0.1% | -5.2% |
| 3M | +0.3% | -19.5% | +19.8% | +12.7% |
| 6M | +37.7% | -10.4% | +48.1% | +43.0% |
| YTD | -5.5% | -26.4% | +20.8% | +7.4% |
| 1Y | -0.2% | -29.6% | +29.4% | +16.4% |
| 3Y | +151.9% | -39.0% | +190.9% | +178.6% |
| 5Y | -2.2% | -59.1% | +56.9% | +26.0% |
| All | -2.2% | -59.5% | +57.3% | +26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling