+52.5%
T vs PINS
-19.5%
+72.0%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | +1.6% | -3.4% | +5.0% | +1.8% |
| 30D | -2.9% | -14.5% | +11.6% | -2.1% |
| 3M | -7.5% | -16.5% | +9.0% | -6.7% |
| 6M | -9.9% | -7.0% | -2.9% | -9.8% |
| YTD | -6.4% | -26.1% | +19.7% | -5.4% |
| 1Y | -9.4% | -30.0% | +20.6% | -8.1% |
| 3Y | +64.9% | -38.5% | +103.3% | +65.2% |
| 5Y | +57.0% | -58.4% | +115.4% | +57.3% |
| All | +52.5% | -19.5% | +72.0% | +21.8% |
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