+95.3%
XBI vs PINS
-14.1%
+109.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.8% | +0.1% |
| 7D | +0.9% | -12.0% | +12.9% | +3.7% |
| 30D | +7.1% | -12.7% | +19.7% | +10.1% |
| 3M | +22.9% | -5.5% | +28.4% | +23.6% |
| 6M | +29.7% | +5.3% | +24.4% | +26.6% |
| YTD | +34.5% | -21.2% | +55.7% | +38.8% |
| 1Y | +76.1% | -45.0% | +121.1% | +95.1% |
| 3Y | +103.2% | -26.2% | +129.4% | +99.7% |
| 5Y | +22.8% | -64.0% | +86.8% | +30.8% |
| All | +95.3% | -14.1% | +109.4% | +46.1% |
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