+52.6%
XOM vs PINS
-35.1%
+87.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +4.2% | -8.8% | -4.3% |
| 7D | -7.0% | +1.4% | -8.4% | -6.8% |
| 30D | +3.2% | +5.8% | -2.6% | +3.7% |
| 3M | +10.7% | -17.0% | +27.7% | +10.2% |
| 6M | +11.6% | +1.8% | +9.8% | +12.4% |
| YTD | +43.5% | -18.0% | +61.5% | +45.4% |
| 1Y | +52.6% | -35.5% | +88.1% | +56.8% |
| All | +52.6% | -35.1% | +87.7% | +56.8% |
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 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