+33.9%
SLB vs PINS
-20.2%
+54.1%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.9% |
| 7D | -4.3% | -6.9% | +2.6% | -3.4% |
| 30D | +1.9% | -11.4% | +13.4% | +3.3% |
| 3M | -5.7% | -22.2% | +16.5% | -3.1% |
| 6M | -5.3% | -10.9% | +5.6% | -4.9% |
| YTD | +32.2% | -26.8% | +59.0% | +35.4% |
| 1Y | +38.5% | -29.8% | +68.3% | +42.7% |
| 3Y | +1.1% | -39.0% | +40.1% | +3.5% |
| 5Y | +70.3% | -58.7% | +128.9% | +77.6% |
| All | +33.9% | -20.2% | +54.1% | -16.9% |
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