+53.3%
SLB vs PINS
-15.2%
+68.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.5% |
| 7D | +0.4% | -5.2% | +5.7% | +1.1% |
| 30D | +13.6% | -14.9% | +28.5% | +16.0% |
| 3M | +1.5% | -8.4% | +9.9% | +2.3% |
| 6M | +23.0% | +0.6% | +22.4% | +22.0% |
| YTD | +51.2% | -22.2% | +73.4% | +54.4% |
| 1Y | +63.5% | -46.9% | +110.4% | +75.2% |
| 3Y | +2.5% | -26.9% | +29.4% | +2.4% |
| 5Y | +139.2% | -63.0% | +202.2% | +155.2% |
| All | +53.3% | -15.2% | +68.5% | -5.2% |
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 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