+25.2%
XYZ vs PINS
-19.7%
+44.9%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.1% | +3.4% |
| 7D | +14.9% | -6.2% | +21.0% | +18.5% |
| 30D | +14.7% | -10.9% | +25.6% | +20.8% |
| 3M | +12.1% | -19.5% | +31.6% | +22.9% |
| 6M | +18.3% | -10.4% | +28.7% | +22.3% |
| YTD | +36.1% | -26.4% | +62.4% | +50.8% |
| 1Y | +35.3% | -29.6% | +65.0% | +52.9% |
| 3Y | +73.5% | -39.0% | +112.5% | +90.2% |
| 5Y | -61.6% | -59.1% | -2.5% | -53.3% |
| All | +25.2% | -19.7% | +44.9% | -10.9% |
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