+29.3%
HWM vs PINS
-47.0%
+76.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -1.3% | -9.4% | -10.7% |
| 7D | -9.2% | -5.2% | -3.9% | -9.2% |
| 30D | -17.9% | -14.9% | -2.9% | -17.8% |
| 3M | -6.0% | -8.4% | +2.4% | -5.9% |
| 6M | -7.4% | +0.6% | -8.0% | -7.3% |
| YTD | +13.1% | -22.2% | +35.3% | +15.8% |
| 1Y | +29.3% | -46.9% | +76.2% | +34.7% |
| All | +29.3% | -47.0% | +76.3% | +34.7% |
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