-2.8%
XLC vs PINS
-52.1%
+49.3%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.2% | +8.6% | +0.3% |
| 7D | -1.4% | -13.9% | +12.4% | +0.1% |
| 30D | -0.9% | -25.0% | +24.1% | +2.0% |
| 3M | -0.3% | -16.6% | +16.3% | +1.4% |
| 6M | -5.2% | -7.0% | +1.8% | -4.6% |
| YTD | -5.3% | -29.4% | +24.1% | -3.2% |
| 1Y | -2.8% | -49.9% | +47.1% | +2.0% |
| All | -2.8% | -52.1% | +49.3% | +2.0% |
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 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