+206.5%
TRV vs PINS
-15.2%
+221.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.9% |
| 7D | +0.5% | -5.2% | +5.7% | +0.9% |
| 30D | -4.9% | -14.9% | +10.1% | -3.6% |
| 3M | +23.7% | -8.4% | +32.2% | +24.4% |
| 6M | +20.3% | +0.6% | +19.7% | +19.7% |
| YTD | +27.1% | -22.2% | +49.3% | +28.7% |
| 1Y | +35.3% | -46.9% | +82.3% | +41.3% |
| 3Y | +139.8% | -26.9% | +166.7% | +137.5% |
| 5Y | +153.9% | -63.0% | +216.8% | +165.2% |
| All | +206.5% | -15.2% | +221.7% | +109.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling