+25.3%
UPS vs PINS
-52.1%
+77.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -9.2% | +8.0% | -1.0% |
| 7D | -3.7% | -13.9% | +10.2% | -3.3% |
| 30D | -3.7% | -25.0% | +21.2% | -3.1% |
| 3M | -6.6% | -16.6% | +10.1% | -6.0% |
| 6M | +2.6% | -7.0% | +9.5% | +2.7% |
| YTD | +4.8% | -29.4% | +34.2% | +6.6% |
| 1Y | +25.3% | -49.9% | +75.2% | +27.1% |
| All | +25.3% | -52.1% | +77.4% | +27.1% |
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