+91.4%
USO vs PINS
-33.7%
+125.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -9.2% | +11.9% | +2.6% |
| 7D | +6.2% | -13.9% | +20.1% | +6.2% |
| 30D | +19.1% | -25.0% | +44.1% | +19.0% |
| 3M | +14.2% | -16.6% | +30.8% | +14.1% |
| 6M | +43.7% | -7.0% | +50.7% | +43.2% |
| YTD | +116.8% | -29.4% | +146.2% | +117.2% |
| 1Y | +104.3% | -49.9% | +154.3% | +106.9% |
| All | +91.4% | -33.7% | +125.0% | +94.9% |
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