+73.6%
SLB vs PINS
-57.9%
+131.5%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | +2.6% | -3.4% | +5.9% | +2.8% |
| 30D | +4.4% | -14.5% | +18.9% | +5.6% |
| 3M | -2.7% | -16.5% | +13.8% | -1.6% |
| 6M | -7.5% | -7.0% | -0.5% | -7.5% |
| YTD | +34.8% | -26.1% | +61.0% | +37.1% |
| 1Y | +44.6% | -30.0% | +74.6% | +47.8% |
| 3Y | +3.2% | -38.5% | +41.6% | +5.0% |
| 5Y | +73.6% | -58.4% | +131.9% | +83.2% |
| All | +73.6% | -57.9% | +131.5% | +83.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling