+507.6%
TER vs PINS
-19.5%
+527.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | +24.0% | -3.4% | +27.4% | +25.0% |
| 30D | -30.6% | -14.5% | -16.1% | -28.0% |
| 3M | -34.5% | -16.5% | -18.0% | -32.1% |
| 6M | -26.4% | -7.0% | -19.4% | -26.9% |
| YTD | +36.4% | -26.1% | +62.6% | +41.3% |
| 1Y | +47.4% | -30.0% | +77.4% | +55.0% |
| 3Y | +202.6% | -38.5% | +241.0% | +214.2% |
| 5Y | +83.9% | -58.4% | +142.3% | +94.5% |
| All | +507.6% | -19.5% | +527.1% | +328.1% |
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