+177.9%
V vs PINS
-19.7%
+197.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | -0.8% | -6.2% | +5.4% | +0.1% |
| 30D | +9.5% | -10.9% | +20.5% | +11.3% |
| 3M | +16.7% | -19.5% | +36.2% | +20.0% |
| 6M | +32.9% | -10.4% | +43.3% | +34.1% |
| YTD | +21.1% | -26.4% | +47.5% | +24.7% |
| 1Y | +26.6% | -29.6% | +56.3% | +31.1% |
| 3Y | +78.4% | -39.0% | +117.4% | +82.0% |
| 5Y | +105.5% | -59.1% | +164.6% | +111.5% |
| All | +177.9% | -19.7% | +197.7% | +97.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling