+41.2%
USB vs PINS
-64.0%
+105.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +0.1% |
| 7D | +1.4% | -12.0% | +13.5% | +3.3% |
| 30D | -1.3% | -12.7% | +11.4% | +0.5% |
| 3M | +15.2% | -5.5% | +20.8% | +15.6% |
| 6M | +18.8% | +5.3% | +13.6% | +16.9% |
| YTD | +21.0% | -21.2% | +42.2% | +23.6% |
| 1Y | +34.0% | -45.0% | +79.1% | +43.8% |
| 3Y | +95.3% | -26.2% | +121.5% | +95.6% |
| All | +41.2% | -64.0% | +105.2% | +46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling