+1,019.5%
STX vs PINS
-64.0%
+1,083.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.2% | +8.5% | +6.6% |
| 7D | +2.4% | -12.0% | +14.4% | +4.2% |
| 30D | +1.4% | -12.7% | +14.1% | +3.1% |
| 3M | -8.2% | -5.5% | -2.7% | -8.2% |
| 6M | +127.0% | +5.3% | +121.8% | +122.3% |
| YTD | +209.1% | -21.2% | +230.4% | +215.2% |
| 1Y | +365.4% | -45.0% | +410.5% | +401.0% |
| 3Y | +1,135.4% | -26.2% | +1,161.6% | +1,115.6% |
| All | +1,019.5% | -64.0% | +1,083.5% | +896.4% |
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 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