+142.7%
V vs PINS
-15.2%
+157.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.5% |
| 7D | -1.1% | -5.2% | +4.1% | -0.3% |
| 30D | +1.9% | -14.9% | +16.8% | +4.2% |
| 3M | +15.5% | -8.4% | +23.9% | +16.6% |
| 6M | +16.6% | +0.6% | +16.0% | +15.7% |
| YTD | +5.7% | -22.2% | +28.0% | +8.3% |
| 1Y | +8.6% | -46.9% | +55.5% | +16.7% |
| 3Y | +52.5% | -26.9% | +79.4% | +51.0% |
| 5Y | +67.1% | -63.0% | +130.1% | +74.6% |
| All | +142.7% | -15.2% | +157.9% | +71.7% |
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 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