+325.8%
HWM vs PINS
-38.9%
+364.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -4.2% | +6.6% | +2.9% |
| 7D | +3.3% | -2.1% | +5.4% | +3.6% |
| 30D | -7.6% | -6.6% | -1.0% | -7.1% |
| 3M | -28.9% | -18.7% | -10.2% | -27.4% |
| 6M | -19.7% | -10.4% | -9.3% | -19.3% |
| YTD | +0.5% | -26.8% | +27.3% | +4.0% |
| 1Y | +0.3% | -27.9% | +28.1% | +3.9% |
| 3Y | +325.8% | -38.7% | +364.5% | +331.4% |
| All | +325.8% | -38.9% | +364.8% | +331.4% |
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