+240.0%
SPOT vs PINS
-28.3%
+268.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.3% | -2.3% |
| 7D | -2.9% | -5.2% | +2.4% | -1.8% |
| 30D | +8.3% | -14.9% | +23.2% | +12.0% |
| 3M | +5.1% | -8.4% | +13.5% | +6.7% |
| 6M | -6.5% | +0.6% | -7.1% | -7.1% |
| YTD | -9.0% | -22.2% | +13.2% | -5.7% |
| 1Y | -26.4% | -46.9% | +20.5% | -18.6% |
| 3Y | +240.0% | -26.9% | +266.9% | +238.1% |
| All | +240.0% | -28.3% | +268.3% | +238.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling