+71.0%
UBER vs PINS
-37.1%
+108.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -9.2% | +6.4% | +0.7% |
| 7D | -7.0% | -13.9% | +6.8% | -1.7% |
| 30D | -8.9% | -25.0% | +16.1% | +1.5% |
| 3M | +1.0% | -16.6% | +17.6% | +7.8% |
| 6M | -3.7% | -7.0% | +3.2% | -2.3% |
| YTD | -13.0% | -29.4% | +16.4% | -3.3% |
| 1Y | -25.5% | -49.9% | +24.4% | -7.1% |
| 3Y | +50.5% | -33.6% | +84.1% | +57.8% |
| 5Y | +76.2% | -66.8% | +143.0% | +116.1% |
| All | +71.0% | -37.1% | +108.1% | +7.5% |
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 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