+24.5%
UPS vs PINS
-29.7%
+54.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.1% |
| 7D | +1.7% | -6.9% | +8.6% | +2.0% |
| 30D | +17.4% | -11.4% | +28.9% | +17.8% |
| 3M | +7.7% | -22.2% | +30.0% | +8.5% |
| 6M | +13.8% | -10.9% | +24.7% | +14.3% |
| YTD | +17.3% | -26.8% | +44.1% | +21.6% |
| All | +24.5% | -29.7% | +54.2% | +30.7% |
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