+338.7%
SPOT vs PINS
-19.4%
+358.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | +1.6% | +1.0% | +0.6% | +1.3% |
| 30D | +16.9% | -12.0% | +28.9% | +21.2% |
| 3M | +23.0% | -17.9% | +40.8% | +29.8% |
| 6M | +42.2% | -1.0% | +43.2% | +40.8% |
| YTD | +5.5% | -26.0% | +31.5% | +12.5% |
| 1Y | -5.1% | -28.5% | +23.4% | +2.2% |
| 3Y | +257.9% | -39.2% | +297.1% | +276.4% |
| 5Y | +118.4% | -58.3% | +176.7% | +132.1% |
| All | +338.7% | -19.4% | +358.1% | +280.4% |
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