+51.1%
XOM vs PINS
-47.9%
+99.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.1% | +0.7% |
| 7D | +1.9% | -9.9% | +11.8% | +1.6% |
| 30D | +4.1% | -20.9% | +25.0% | +3.4% |
| 3M | +10.4% | -13.7% | +24.1% | +10.2% |
| 6M | +13.0% | -3.0% | +16.1% | +13.2% |
| YTD | +40.1% | -27.5% | +67.5% | +41.4% |
| 1Y | +51.1% | -46.8% | +97.9% | +55.3% |
| All | +51.1% | -47.9% | +99.1% | +55.3% |
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