+154.5%
TRV vs PINS
-66.4%
+220.9%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -9.2% | +9.6% | +0.6% |
| 7D | +0.2% | -13.9% | +14.0% | +0.6% |
| 30D | -2.3% | -25.0% | +22.7% | -1.6% |
| 3M | +22.7% | -16.6% | +39.3% | +23.2% |
| 6M | +21.9% | -7.0% | +28.9% | +22.0% |
| YTD | +27.5% | -29.4% | +56.9% | +28.4% |
| 1Y | +36.2% | -49.9% | +86.2% | +38.5% |
| 3Y | +140.6% | -33.6% | +174.2% | +140.3% |
| 5Y | +154.5% | -66.8% | +221.4% | +165.9% |
| All | +154.5% | -66.4% | +220.9% | +165.9% |
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