+148.1%
TRV vs PINS
-38.3%
+186.4%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | +2.0% | +1.0% | +1.0% | +2.0% |
| 30D | +6.7% | -12.0% | +18.7% | +7.1% |
| 3M | +9.4% | -17.9% | +27.2% | +9.8% |
| 6M | +37.7% | -1.0% | +38.8% | +37.6% |
| YTD | +40.6% | -26.0% | +66.6% | +41.3% |
| 1Y | +42.4% | -28.5% | +70.9% | +43.2% |
| 3Y | +148.1% | -39.2% | +187.3% | +154.8% |
| All | +148.1% | -38.3% | +186.4% | +154.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling