+7.7%
V vs PINS
-45.1%
+52.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.8% |
| 7D | -1.7% | -12.0% | +10.3% | -0.8% |
| 30D | +2.0% | -12.7% | +14.6% | +2.9% |
| 3M | +17.4% | -5.5% | +22.9% | +17.6% |
| 6M | +17.5% | +5.3% | +12.2% | +16.8% |
| YTD | +7.6% | -21.2% | +28.8% | +6.0% |
| 1Y | +7.7% | -45.0% | +52.8% | +4.6% |
| All | +7.7% | -45.1% | +52.8% | +4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling