+1,385.3%
HWM vs PINS
-19.0%
+1,404.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.5% | +0.8% | +2.0% |
| 7D | +5.0% | -9.4% | +14.3% | +6.6% |
| 30D | +1.5% | -10.2% | +11.7% | +3.0% |
| 3M | -20.3% | -19.0% | -1.3% | -18.0% |
| 6M | -18.0% | -7.4% | -10.7% | -18.0% |
| YTD | +9.5% | -25.7% | +35.2% | +12.5% |
| 1Y | +7.5% | -29.7% | +37.2% | +11.4% |
| 3Y | +355.7% | -38.1% | +393.8% | +366.9% |
| 5Y | +610.2% | -57.3% | +667.5% | +632.1% |
| All | +1,385.3% | -19.0% | +1,404.3% | +910.3% |
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 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