+47.4%
TER vs PINS
-29.3%
+76.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.5% | -5.4% |
| 7D | +14.4% | +1.0% | +13.4% | +14.4% |
| 30D | -30.6% | -12.0% | -18.6% | -31.4% |
| 3M | -39.2% | -17.9% | -21.3% | -39.9% |
| 6M | -31.3% | -1.0% | -30.2% | -30.3% |
| YTD | +29.1% | -26.0% | +55.1% | +33.4% |
| 1Y | +47.4% | -28.5% | +75.9% | +55.3% |
| All | +47.4% | -29.3% | +76.7% | +55.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling