+0.3%
HWM vs PINS
-27.3%
+27.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.2% | +6.7% | +2.4% |
| 7D | +3.4% | -2.1% | +5.4% | +3.5% |
| 30D | -7.5% | -6.6% | -0.9% | -7.7% |
| 3M | -28.9% | -18.7% | -10.1% | -29.2% |
| 6M | -19.6% | -10.4% | -9.2% | -19.4% |
| YTD | +0.6% | -26.8% | +27.4% | +2.6% |
| 1Y | +0.3% | -27.9% | +28.2% | +1.6% |
| All | +0.3% | -27.3% | +27.6% | +1.6% |
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