+73.6%
XLC vs PINS
-25.5%
+99.1%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.9% |
| 7D | -0.8% | -12.0% | +11.2% | +1.1% |
| 30D | +1.0% | -12.7% | +13.7% | +3.1% |
| 3M | -0.7% | -5.5% | +4.8% | -0.1% |
| 6M | -5.1% | +5.3% | -10.4% | -6.4% |
| YTD | -4.3% | -21.2% | +16.9% | -1.7% |
| 1Y | -0.6% | -45.0% | +44.5% | +7.8% |
| All | +73.6% | -25.5% | +99.1% | +74.5% |
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