+28.1%
XYZ vs PINS
-30.4%
+58.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.6% | -2.8% | -3.2% |
| 7D | +12.6% | -6.9% | +19.5% | +15.6% |
| 30D | +10.8% | -11.4% | +22.2% | +15.4% |
| 3M | +8.4% | -22.2% | +30.6% | +17.2% |
| 6M | +14.3% | -10.9% | +25.2% | +17.7% |
| YTD | +31.5% | -26.8% | +58.3% | +41.8% |
| 1Y | +28.1% | -29.8% | +58.0% | +39.1% |
| All | +28.1% | -30.4% | +58.5% | +39.1% |
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