+20.4%
XLV vs PINS
-46.0%
+66.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.2% |
| 7D | -3.6% | -6.6% | +3.1% | -3.5% |
| 30D | -1.8% | -16.8% | +15.0% | -1.6% |
| 3M | +7.8% | -11.4% | +19.2% | +7.9% |
| 6M | +9.1% | -1.7% | +10.8% | +9.3% |
| YTD | +7.7% | -26.4% | +34.2% | +9.1% |
| 1Y | +20.4% | -45.5% | +65.9% | +20.3% |
| All | +20.4% | -46.0% | +66.4% | +20.3% |
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