+74.0%
T vs PINS
-15.2%
+89.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.2% |
| 7D | -1.5% | -5.2% | +3.7% | -1.3% |
| 30D | +7.6% | -14.9% | +22.6% | +8.5% |
| 3M | +15.3% | -8.4% | +23.7% | +15.7% |
| 6M | -8.5% | +0.6% | -9.1% | -8.8% |
| YTD | +6.8% | -22.2% | +29.0% | +7.8% |
| 1Y | -7.2% | -46.9% | +39.7% | -4.3% |
| 3Y | +108.2% | -26.9% | +135.1% | +105.9% |
| 5Y | +66.1% | -63.0% | +129.0% | +68.1% |
| All | +74.0% | -15.2% | +89.2% | +38.8% |
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