-3.0%
TFC vs PINS
-58.9%
+55.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | -0.3% |
| 7D | +1.2% | -2.1% | +3.3% | +1.5% |
| 30D | +8.3% | -6.6% | +15.0% | +9.3% |
| 3M | -5.2% | -18.7% | +13.6% | -2.4% |
| 6M | -0.8% | -10.4% | +9.6% | -0.1% |
| YTD | +3.4% | -26.8% | +30.2% | +6.8% |
| 1Y | +17.0% | -27.9% | +44.9% | +21.1% |
| 3Y | +86.2% | -38.7% | +124.8% | +91.4% |
| All | -3.0% | -58.9% | +55.9% | -3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling