+209.1%
TRV vs PINS
-20.9%
+230.1%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | +0.3% |
| 7D | -1.5% | -9.9% | +8.5% | -0.7% |
| 30D | -1.8% | -20.9% | +19.1% | 0.0% |
| 3M | +21.6% | -13.7% | +35.3% | +22.7% |
| 6M | +22.5% | -3.0% | +25.5% | +22.1% |
| YTD | +28.1% | -27.5% | +55.6% | +30.5% |
| 1Y | +37.0% | -46.8% | +83.8% | +42.9% |
| 3Y | +141.9% | -31.8% | +173.7% | +140.8% |
| 5Y | +158.5% | -65.4% | +223.9% | +171.4% |
| All | +209.1% | -20.9% | +230.1% | +112.1% |
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