+86.2%
XBI vs PINS
-19.8%
+106.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.7% |
| 7D | -4.6% | -6.6% | +2.0% | -3.3% |
| 30D | -2.0% | -16.8% | +14.8% | +1.8% |
| 3M | +17.8% | -11.4% | +29.2% | +20.0% |
| 6M | +23.7% | -1.7% | +25.4% | +22.5% |
| YTD | +28.2% | -26.4% | +54.7% | +34.2% |
| 1Y | +64.0% | -45.5% | +109.5% | +81.7% |
| 3Y | +99.4% | -31.7% | +131.1% | +99.4% |
| 5Y | +19.3% | -64.9% | +84.2% | +27.7% |
| All | +86.2% | -19.8% | +106.0% | +41.3% |
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