+56.4%
V vs PINS
-25.8%
+82.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.8% |
| 7D | -1.7% | -12.0% | +10.3% | -0.6% |
| 30D | +2.0% | -12.7% | +14.6% | +3.2% |
| 3M | +17.4% | -5.5% | +22.9% | +17.7% |
| 6M | +17.5% | +5.3% | +12.2% | +16.4% |
| YTD | +7.6% | -21.2% | +28.8% | +8.8% |
| 1Y | +7.7% | -45.0% | +52.8% | +12.2% |
| All | +56.4% | -25.8% | +82.2% | +54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling