+108.3%
V vs PINS
-58.8%
+167.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +0.9% | +1.0% | -0.1% | +0.8% |
| 30D | +9.0% | -12.0% | +21.0% | +10.7% |
| 3M | +16.7% | -17.9% | +34.6% | +19.3% |
| 6M | +33.4% | -1.0% | +34.4% | +32.8% |
| YTD | +22.4% | -26.0% | +48.4% | +25.4% |
| 1Y | +27.7% | -28.5% | +56.1% | +31.3% |
| 3Y | +78.0% | -39.2% | +117.2% | +80.7% |
| All | +108.3% | -58.8% | +167.1% | +126.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling