+54.4%
SLB vs PINS
-14.1%
+68.5%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.3% | +0.5% |
| 7D | +0.8% | -12.0% | +12.9% | +2.5% |
| 30D | +15.8% | -12.7% | +28.5% | +17.8% |
| 3M | -0.3% | -5.5% | +5.2% | 0.0% |
| 6M | +21.3% | +5.3% | +16.1% | +19.6% |
| YTD | +52.3% | -21.2% | +73.5% | +55.2% |
| 1Y | +63.6% | -45.0% | +108.7% | +74.4% |
| 3Y | +3.8% | -26.2% | +30.0% | +3.5% |
| 5Y | +128.6% | -64.0% | +192.6% | +145.4% |
| All | +54.4% | -14.1% | +68.5% | -4.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling