+178.3%
V vs PINS
-20.2%
+198.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.2% | +4.2% | +0.6% |
| 7D | +2.2% | -2.1% | +4.3% | +2.5% |
| 30D | +13.6% | -6.6% | +20.2% | +14.6% |
| 3M | +14.3% | -18.7% | +33.0% | +17.4% |
| 6M | +33.1% | -10.4% | +43.5% | +34.2% |
| YTD | +21.2% | -26.8% | +48.0% | +24.9% |
| 1Y | +26.4% | -27.9% | +54.3% | +30.4% |
| 3Y | +77.6% | -38.7% | +116.3% | +81.1% |
| 5Y | +102.6% | -59.0% | +161.6% | +108.4% |
| All | +178.3% | -20.2% | +198.4% | +98.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling