+100.2%
XBI vs PINS
-31.9%
+132.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.7% | -4.3% | -2.0% |
| 7D | -4.6% | -9.9% | +5.3% | -3.4% |
| 30D | -0.8% | -20.9% | +20.1% | +2.1% |
| 3M | +21.8% | -13.7% | +35.6% | +23.6% |
| 6M | +23.2% | -3.0% | +26.2% | +22.6% |
| YTD | +28.7% | -27.5% | +56.2% | +33.1% |
| 1Y | +67.8% | -46.8% | +114.6% | +80.8% |
| All | +100.2% | -31.9% | +132.0% | +99.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling