+99.5%
U vs PINS
-38.9%
+138.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.2% | +9.7% | +7.4% |
| 7D | +36.6% | -2.1% | +38.6% | +36.7% |
| 30D | +13.3% | -6.6% | +20.0% | +15.9% |
| 3M | +26.2% | -18.7% | +44.9% | +36.7% |
| 6M | +88.7% | -10.4% | +99.1% | +93.8% |
| YTD | +16.6% | -26.8% | +43.3% | +29.5% |
| 1Y | +29.0% | -27.9% | +56.8% | +44.0% |
| 3Y | +99.5% | -38.7% | +138.2% | +97.4% |
| All | +99.5% | -38.9% | +138.4% | +97.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling