+96.3%
IWM vs PINS
-19.5%
+115.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.1% | -1.5% |
| 7D | +2.8% | -3.4% | +6.1% | +3.4% |
| 30D | +0.6% | -14.5% | +15.2% | +3.4% |
| 3M | -7.8% | -16.5% | +8.7% | -5.1% |
| 6M | -1.0% | -7.0% | +6.0% | -0.8% |
| YTD | +13.9% | -26.1% | +40.0% | +17.9% |
| 1Y | +15.4% | -30.0% | +45.5% | +20.7% |
| 3Y | +70.2% | -38.5% | +108.7% | +75.4% |
| 5Y | +23.7% | -58.4% | +82.1% | +28.2% |
| All | +96.3% | -19.5% | +115.8% | +41.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling