+115.0%
UMC vs PINS
-35.1%
+150.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.2% | -6.3% | -1.8% |
| 7D | -14.7% | +1.4% | -16.1% | -14.6% |
| 30D | -32.9% | +5.8% | -38.6% | -32.6% |
| 3M | -22.2% | -17.0% | -5.1% | -22.2% |
| 6M | +25.9% | +1.8% | +24.1% | +27.9% |
| YTD | +107.9% | -18.0% | +126.0% | +105.4% |
| 1Y | +115.0% | -35.5% | +150.6% | +109.4% |
| All | +115.0% | -35.1% | +150.1% | +109.4% |
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 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