+35.5%
XLV vs PINS
-64.9%
+100.4%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.3% |
| 7D | -3.6% | -6.6% | +3.1% | -3.1% |
| 30D | -1.8% | -16.8% | +15.0% | -0.6% |
| 3M | +7.8% | -11.4% | +19.2% | +8.4% |
| 6M | +9.1% | -1.7% | +10.8% | +8.8% |
| YTD | +7.7% | -26.4% | +34.2% | +9.5% |
| 1Y | +20.4% | -45.5% | +65.9% | +24.8% |
| 3Y | +30.8% | -31.7% | +62.5% | +30.5% |
| All | +35.5% | -64.9% | +100.4% | +34.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling