-26.3%
U vs PINS
-48.9%
+22.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.8% |
| 7D | +24.4% | -6.9% | +31.3% | +28.7% |
| 30D | +7.4% | -11.4% | +18.8% | +14.4% |
| 3M | +16.8% | -22.2% | +39.0% | +33.5% |
| 6M | +78.8% | -10.9% | +89.7% | +85.3% |
| YTD | +14.0% | -26.8% | +40.8% | +32.9% |
| 1Y | +16.7% | -29.8% | +46.6% | +39.5% |
| 3Y | +86.4% | -39.0% | +125.4% | +113.0% |
| 5Y | -71.5% | -58.7% | -12.8% | -64.2% |
| All | -26.3% | -48.9% | +22.5% | -29.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling