+59.6%
T vs PINS
-38.9%
+98.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | -1.0% |
| 7D | +1.0% | -2.1% | +3.1% | +1.0% |
| 30D | -10.6% | -6.6% | -4.0% | -10.7% |
| 3M | -7.7% | -18.7% | +11.0% | -8.3% |
| 6M | -13.3% | -10.4% | -2.9% | -13.3% |
| YTD | -8.8% | -26.8% | +18.0% | -9.0% |
| 1Y | -8.4% | -27.9% | +19.5% | -8.7% |
| 3Y | +59.6% | -38.7% | +98.3% | +58.2% |
| All | +59.6% | -38.9% | +98.6% | +58.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling