+20.5%
XYZ vs PINS
-27.3%
+47.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.2% | +5.9% | +3.1% |
| 7D | +12.1% | -2.1% | +14.2% | +13.2% |
| 30D | +12.4% | -6.6% | +19.0% | +15.0% |
| 3M | +8.2% | -18.7% | +26.9% | +15.1% |
| 6M | +20.7% | -10.4% | +31.1% | +23.9% |
| YTD | +31.3% | -26.8% | +58.1% | +37.9% |
| 1Y | +20.5% | -27.9% | +48.4% | +26.3% |
| All | +20.5% | -27.3% | +47.8% | +26.3% |
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