+12.3%
XLI vs PINS
-35.1%
+47.4%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.2% | -5.3% | -1.1% |
| 7D | +0.6% | +1.4% | -0.9% | +0.6% |
| 30D | -0.4% | +5.8% | -6.2% | -0.4% |
| 3M | -8.8% | -17.0% | +8.2% | -9.0% |
| 6M | -0.4% | +1.8% | -2.2% | -0.3% |
| YTD | +10.1% | -18.0% | +28.2% | +10.7% |
| 1Y | +12.3% | -35.5% | +47.8% | +13.2% |
| All | +12.3% | -35.1% | +47.4% | +13.2% |
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 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