+342.1%
HWM vs PINS
-38.3%
+380.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | +7.3% | +1.0% | +6.3% | +7.2% |
| 30D | +1.6% | -12.0% | +13.6% | +2.9% |
| 3M | -21.9% | -17.9% | -4.0% | -20.3% |
| 6M | -19.0% | -1.0% | -18.0% | -19.7% |
| YTD | +7.9% | -26.0% | +34.0% | +11.5% |
| 1Y | +9.9% | -28.5% | +38.4% | +14.2% |
| 3Y | +342.1% | -39.2% | +381.3% | +345.4% |
| All | +342.1% | -38.3% | +380.4% | +345.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling