+1.9%
SLB vs PINS
-38.0%
+39.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.6% | +2.0% |
| 7D | -1.2% | -9.4% | +8.2% | -0.1% |
| 30D | +4.5% | -10.2% | +14.7% | +5.5% |
| 3M | -4.6% | -19.0% | +14.5% | -2.5% |
| 6M | -6.3% | -7.4% | +1.1% | -6.3% |
| YTD | +35.0% | -25.7% | +60.7% | +39.1% |
| 1Y | +38.8% | -29.7% | +68.5% | +44.5% |
| All | +1.9% | -38.0% | +39.9% | -1.6% |
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