+557.3%
SHOP vs PINS
-14.1%
+571.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.6% | +0.4% |
| 7D | -5.1% | -12.0% | +6.9% | +0.5% |
| 30D | +0.6% | -12.7% | +13.3% | +6.8% |
| 3M | +25.0% | -5.5% | +30.5% | +26.9% |
| 6M | +11.9% | +5.3% | +6.6% | +7.5% |
| YTD | -9.9% | -21.2% | +11.3% | -2.6% |
| 1Y | 0.0% | -45.0% | +45.0% | +24.1% |
| 3Y | +117.5% | -26.2% | +143.7% | +122.8% |
| 5Y | -6.6% | -64.0% | +57.3% | +14.6% |
| All | +557.3% | -14.1% | +571.5% | +446.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling