+273.6%
SPOT vs PINS
-20.9%
+294.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -3.0% | -1.1% |
| 7D | -6.9% | -9.9% | +3.1% | -3.9% |
| 30D | +4.1% | -20.9% | +25.1% | +11.8% |
| 3M | +3.7% | -13.7% | +17.4% | +7.9% |
| 6M | -1.6% | -3.0% | +1.4% | -2.0% |
| YTD | -10.2% | -27.5% | +17.3% | -3.1% |
| 1Y | -25.9% | -46.8% | +20.9% | -13.2% |
| 3Y | +235.6% | -31.8% | +267.4% | +238.2% |
| 5Y | +110.6% | -65.4% | +176.0% | +132.4% |
| All | +273.6% | -20.9% | +294.5% | +227.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling