+205.8%
USO vs PINS
-63.0%
+268.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.3% | +4.1% | +2.9% |
| 7D | +3.6% | -5.2% | +8.8% | +3.7% |
| 30D | +23.8% | -14.9% | +38.7% | +24.2% |
| 3M | +8.1% | -8.4% | +16.5% | +8.1% |
| 6M | +34.3% | +0.6% | +33.6% | +33.8% |
| YTD | +111.1% | -22.2% | +133.4% | +112.0% |
| 1Y | +99.9% | -46.9% | +146.9% | +103.5% |
| 3Y | +86.5% | -26.9% | +113.4% | +86.0% |
| All | +205.8% | -63.0% | +268.8% | +223.7% |
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