+98.3%
USB vs PINS
-25.8%
+124.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.1% |
| 7D | +1.4% | -12.0% | +13.5% | +3.5% |
| 30D | -1.3% | -12.7% | +11.4% | +0.7% |
| 3M | +15.2% | -5.5% | +20.8% | +15.7% |
| 6M | +18.8% | +5.3% | +13.6% | +16.5% |
| YTD | +21.0% | -21.2% | +42.2% | +24.3% |
| 1Y | +34.0% | -45.0% | +79.1% | +46.7% |
| All | +98.3% | -25.8% | +124.1% | +98.3% |
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