+143.8%
XLI vs PINS
-19.5%
+163.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | +4.3% | -3.4% | +7.7% | +4.7% |
| 30D | +0.5% | -14.5% | +15.0% | +2.3% |
| 3M | -8.6% | -16.5% | +7.9% | -6.9% |
| 6M | -2.3% | -7.0% | +4.7% | -2.2% |
| YTD | +10.1% | -26.1% | +36.3% | +12.6% |
| 1Y | +11.0% | -30.0% | +41.0% | +14.3% |
| 3Y | +72.3% | -38.5% | +110.7% | +75.6% |
| 5Y | +70.8% | -58.4% | +129.2% | +75.0% |
| All | +143.8% | -19.5% | +163.3% | +78.8% |
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