+92.5%
USB vs PINS
-36.3%
+128.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.7% | +4.6% | -1.1% |
| 7D | -1.5% | -0.7% | -0.8% | -1.4% |
| 30D | +4.3% | -1.2% | +5.5% | +4.3% |
| 3M | -6.1% | -15.3% | +9.2% | -4.1% |
| 6M | +9.4% | -11.2% | +20.6% | +10.3% |
| YTD | +15.2% | -23.6% | +38.7% | +18.4% |
| 1Y | +32.8% | -23.1% | +55.9% | +36.3% |
| All | +92.5% | -36.3% | +128.8% | +83.4% |
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