+120.2%
SPOT vs PINS
-58.3%
+178.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.5% | -1.0% | -0.1% |
| 7D | -3.0% | -9.4% | +6.4% | +0.8% |
| 30D | +15.2% | -10.2% | +25.4% | +19.5% |
| 3M | +21.6% | -19.0% | +40.6% | +30.9% |
| 6M | +45.2% | -7.4% | +52.6% | +46.7% |
| YTD | +4.9% | -25.7% | +30.6% | +13.6% |
| 1Y | -4.8% | -29.7% | +25.0% | +5.3% |
| 3Y | +256.3% | -38.1% | +294.4% | +264.9% |
| 5Y | +120.2% | -57.3% | +177.5% | +139.7% |
| All | +120.2% | -58.3% | +178.5% | +139.7% |
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