+1,264.7%
HWM vs PINS
-20.2%
+1,284.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.2% | +6.7% | +3.2% |
| 7D | +3.4% | -2.1% | +5.4% | +3.7% |
| 30D | -7.5% | -6.6% | -0.9% | -6.8% |
| 3M | -28.9% | -18.7% | -10.1% | -26.8% |
| 6M | -19.6% | -10.4% | -9.2% | -19.1% |
| YTD | +0.6% | -26.8% | +27.4% | +3.6% |
| 1Y | +0.3% | -27.9% | +28.2% | +3.5% |
| 3Y | +326.1% | -38.7% | +364.8% | +337.3% |
| 5Y | +525.2% | -59.0% | +584.2% | +549.0% |
| All | +1,264.7% | -20.2% | +1,284.8% | +830.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling