-6.5%
U vs PINS
-52.1%
+45.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -9.2% | +8.7% | +2.9% |
| 7D | +4.4% | -13.9% | +18.2% | +10.1% |
| 30D | -1.3% | -25.0% | +23.7% | +9.6% |
| 3M | +49.6% | -16.6% | +66.2% | +58.5% |
| 6M | +100.2% | -7.0% | +107.2% | +102.6% |
| YTD | -3.7% | -29.4% | +25.7% | -3.9% |
| 1Y | -6.5% | -49.9% | +43.4% | -3.7% |
| All | -6.5% | -52.1% | +45.6% | -3.7% |
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