+141.9%
XLC vs PINS
-23.0%
+165.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.2% | +8.6% | +1.2% |
| 7D | -1.4% | -13.9% | +12.4% | +1.5% |
| 30D | -0.9% | -25.0% | +24.1% | +4.8% |
| 3M | -0.3% | -16.6% | +16.3% | +2.9% |
| 6M | -5.2% | -7.0% | +1.8% | -4.8% |
| YTD | -5.3% | -29.4% | +24.1% | -0.3% |
| 1Y | -2.8% | -49.9% | +47.1% | +8.8% |
| 3Y | +71.2% | -33.6% | +104.9% | +73.6% |
| 5Y | +37.6% | -66.8% | +104.4% | +48.2% |
| All | +141.9% | -23.0% | +165.0% | +85.0% |
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