+363.5%
EWT vs PINS
-20.9%
+384.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.7% | -5.3% | -2.9% |
| 7D | -1.1% | -9.9% | +8.8% | +0.1% |
| 30D | +4.8% | -20.9% | +25.7% | +7.7% |
| 3M | +11.1% | -13.7% | +24.9% | +12.6% |
| 6M | +54.6% | -3.0% | +57.7% | +54.0% |
| YTD | +71.4% | -27.5% | +98.9% | +76.3% |
| 1Y | +82.1% | -46.8% | +128.9% | +94.0% |
| 3Y | +193.2% | -31.8% | +225.1% | +195.6% |
| 5Y | +146.1% | -65.4% | +211.5% | +156.6% |
| All | +363.5% | -20.9% | +384.5% | +278.1% |
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 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