+18.4%
U vs PINS
-35.1%
+53.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.2% | +0.7% | +3.4% |
| 7D | +7.5% | +1.4% | +6.1% | +6.9% |
| 30D | -7.0% | +5.8% | -12.8% | -8.7% |
| 3M | +20.6% | -17.0% | +37.6% | +27.3% |
| 6M | +53.2% | +1.8% | +51.4% | +50.6% |
| YTD | -3.9% | -18.0% | +14.2% | -17.3% |
| 1Y | +18.4% | -35.5% | +53.9% | -10.5% |
| All | +18.4% | -35.1% | +53.4% | -10.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling