-0.3%
SPOT vs PINS
-35.1%
+34.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.2% | +0.4% | +3.7% |
| 7D | +16.6% | +1.4% | +15.1% | +16.1% |
| 30D | +29.9% | +5.8% | +24.2% | +28.0% |
| 3M | +31.3% | -17.0% | +48.3% | +35.6% |
| 6M | +43.2% | +1.8% | +41.4% | +41.4% |
| YTD | +8.1% | -18.0% | +26.1% | +7.2% |
| 1Y | -0.3% | -35.5% | +35.2% | +0.1% |
| All | -0.3% | -35.1% | +34.8% | +0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling