+64.0%
XBI vs PINS
-46.0%
+110.0%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.5% |
| 7D | -4.6% | -6.6% | +2.0% | -4.3% |
| 30D | -2.0% | -16.8% | +14.8% | -1.2% |
| 3M | +17.8% | -11.4% | +29.2% | +18.4% |
| 6M | +23.7% | -1.7% | +25.4% | +23.5% |
| YTD | +28.2% | -26.4% | +54.7% | +29.3% |
| 1Y | +64.0% | -45.5% | +109.5% | +64.2% |
| All | +64.0% | -46.0% | +110.0% | +64.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling