+29.3%
V vs PINS
-35.1%
+64.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.2% | -0.4% | +3.4% |
| 7D | +9.0% | +1.4% | +7.5% | +8.8% |
| 30D | +18.1% | +5.8% | +12.3% | +17.4% |
| 3M | +18.3% | -17.0% | +35.4% | +19.7% |
| 6M | +34.1% | +1.8% | +32.3% | +33.3% |
| YTD | +25.2% | -18.0% | +43.3% | +22.2% |
| 1Y | +29.3% | -35.5% | +64.8% | +26.2% |
| All | +29.3% | -35.1% | +64.4% | +26.2% |
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