+18.9%
IWM vs PINS
-35.1%
+54.0%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.2% | -2.7% | +1.3% |
| 7D | +1.0% | +1.4% | -0.5% | +0.9% |
| 30D | +0.2% | +5.8% | -5.6% | 0.0% |
| 3M | -5.6% | -17.0% | +11.4% | -5.1% |
| 6M | +2.7% | +1.8% | +0.9% | +2.6% |
| YTD | +16.2% | -18.0% | +34.2% | +16.0% |
| 1Y | +18.9% | -35.5% | +54.5% | +18.6% |
| All | +18.9% | -35.1% | +54.0% | +18.6% |
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