+474.9%
TER vs PINS
-19.4%
+494.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.5% | -5.4% |
| 7D | +14.4% | +1.0% | +13.4% | +14.1% |
| 30D | -30.6% | -12.0% | -18.6% | -28.4% |
| 3M | -39.2% | -17.9% | -21.3% | -36.8% |
| 6M | -31.3% | -1.0% | -30.2% | -32.8% |
| YTD | +29.1% | -26.0% | +55.1% | +33.7% |
| 1Y | +47.4% | -28.5% | +75.9% | +54.1% |
| 3Y | +191.2% | -39.2% | +230.4% | +203.5% |
| 5Y | +74.0% | -58.3% | +132.3% | +83.9% |
| All | +474.9% | -19.4% | +494.3% | +304.9% |
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