+112.6%
SPOT vs PINS
-66.4%
+179.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.2% | +8.2% | +2.4% |
| 7D | -6.5% | -13.9% | +7.4% | -1.2% |
| 30D | +2.2% | -25.0% | +27.2% | +13.8% |
| 3M | +5.4% | -16.6% | +22.0% | +12.0% |
| 6M | -4.0% | -7.0% | +3.0% | -3.1% |
| YTD | -9.9% | -29.4% | +19.5% | -0.1% |
| 1Y | -27.3% | -49.9% | +22.6% | -9.3% |
| 3Y | +236.4% | -33.6% | +270.0% | +229.7% |
| 5Y | +112.6% | -66.8% | +179.4% | +107.1% |
| All | +112.6% | -66.4% | +179.0% | +107.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling