+3.2%
SLB vs PINS
-25.8%
+29.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.3% | +0.4% |
| 7D | +0.8% | -12.0% | +12.9% | +2.2% |
| 30D | +15.8% | -12.7% | +28.5% | +17.5% |
| 3M | -0.3% | -5.5% | +5.2% | 0.0% |
| 6M | +21.3% | +5.3% | +16.1% | +19.8% |
| YTD | +52.3% | -21.2% | +73.5% | +56.0% |
| 1Y | +63.6% | -45.0% | +108.7% | +76.2% |
| All | +3.2% | -25.8% | +29.0% | +6.0% |
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