+16.7%
U vs PINS
-30.4%
+47.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.8% |
| 7D | +24.4% | -6.9% | +31.3% | +27.9% |
| 30D | +7.4% | -11.4% | +18.8% | +13.6% |
| 3M | +16.8% | -22.2% | +39.0% | +32.8% |
| 6M | +78.8% | -10.9% | +89.7% | +83.3% |
| YTD | +14.0% | -26.8% | +40.8% | +31.1% |
| 1Y | +16.7% | -29.8% | +46.6% | +36.9% |
| All | +16.7% | -30.4% | +47.1% | +36.9% |
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 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