+146.9%
V vs PINS
-14.1%
+161.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.7% |
| 7D | -1.7% | -12.0% | +10.3% | +0.1% |
| 30D | +2.0% | -12.7% | +14.6% | +3.9% |
| 3M | +17.4% | -5.5% | +22.9% | +17.9% |
| 6M | +17.5% | +5.3% | +12.2% | +15.8% |
| YTD | +7.6% | -21.2% | +28.8% | +9.9% |
| 1Y | +7.7% | -45.0% | +52.8% | +15.2% |
| 3Y | +54.7% | -26.2% | +80.9% | +52.9% |
| 5Y | +73.0% | -64.0% | +137.0% | +81.6% |
| All | +146.9% | -14.1% | +161.0% | +74.4% |
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