+577.9%
HWM vs PINS
-58.8%
+636.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +3.2% |
| 3M | -21.9% | -17.9% | -4.0% | -20.1% |
| 6M | -19.0% | -1.0% | -18.0% | -19.7% |
| YTD | +7.9% | -26.0% | +34.0% | +10.9% |
| 1Y | +9.9% | -28.5% | +38.4% | +13.5% |
| 3Y | +342.1% | -39.2% | +381.3% | +353.3% |
| All | +577.9% | -58.8% | +636.7% | +606.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling