+166.7%
XLE vs PINS
-15.2%
+181.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.3% |
| 7D | 0.0% | -5.2% | +5.2% | +0.6% |
| 30D | +12.6% | -14.9% | +27.6% | +14.7% |
| 3M | +11.8% | -8.4% | +20.3% | +12.5% |
| 6M | +16.1% | +0.6% | +15.4% | +15.1% |
| YTD | +46.9% | -22.2% | +69.1% | +49.5% |
| 1Y | +53.3% | -46.9% | +100.2% | +62.9% |
| 3Y | +54.9% | -26.9% | +81.8% | +53.6% |
| 5Y | +225.7% | -63.0% | +288.7% | +241.7% |
| All | +166.7% | -15.2% | +181.9% | +74.2% |
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