+122.7%
SPGI vs PINS
-15.2%
+137.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -1.9% | -3.0% |
| 7D | -2.5% | -5.2% | +2.7% | -1.6% |
| 30D | +5.4% | -14.9% | +20.4% | +8.2% |
| 3M | +9.0% | -8.4% | +17.5% | +10.3% |
| 6M | +0.8% | +0.6% | +0.1% | 0.0% |
| YTD | -12.6% | -22.2% | +9.6% | -9.9% |
| 1Y | -16.1% | -46.9% | +30.8% | -8.6% |
| 3Y | +19.0% | -26.9% | +45.9% | +18.6% |
| 5Y | +5.1% | -63.0% | +68.0% | +11.2% |
| All | +122.7% | -15.2% | +137.9% | +53.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling