+177.2%
V vs PINS
-19.5%
+196.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.8% |
| 7D | -0.4% | -3.4% | +3.0% | +0.1% |
| 30D | +6.3% | -14.5% | +20.8% | +8.6% |
| 3M | +17.2% | -16.5% | +33.7% | +19.9% |
| 6M | +29.2% | -7.0% | +36.2% | +29.7% |
| YTD | +20.8% | -26.1% | +46.9% | +24.3% |
| 1Y | +25.0% | -30.0% | +55.0% | +29.5% |
| 3Y | +75.3% | -38.5% | +113.7% | +78.6% |
| 5Y | +105.8% | -58.4% | +164.2% | +111.3% |
| All | +177.2% | -19.5% | +196.7% | +97.2% |
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 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