+56.4%
TXN vs PINS
-66.2%
+122.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.7% | -3.8% | -1.5% |
| 7D | +2.0% | -9.9% | +11.9% | +3.4% |
| 30D | -8.0% | -20.9% | +13.0% | -5.0% |
| 3M | -7.8% | -13.7% | +6.0% | -6.3% |
| 6M | +32.4% | -3.0% | +35.5% | +31.1% |
| YTD | +51.7% | -27.5% | +79.2% | +56.9% |
| 1Y | +44.3% | -46.8% | +91.1% | +56.8% |
| 3Y | +71.3% | -31.8% | +103.1% | +72.4% |
| 5Y | +56.4% | -65.4% | +121.8% | +56.4% |
| All | +56.4% | -66.2% | +122.6% | +56.4% |
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