+16.9%
IWM vs PINS
-30.0%
+46.9%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.7% | +3.2% |
| 7D | +1.2% | -6.2% | +7.4% | +1.7% |
| 30D | +1.3% | -10.9% | +12.2% | +2.1% |
| 3M | -6.1% | -19.5% | +13.4% | -4.8% |
| 6M | -0.1% | -10.4% | +10.3% | +0.6% |
| YTD | +15.5% | -26.4% | +41.9% | +19.5% |
| All | +16.9% | -30.0% | +46.9% | +22.3% |
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 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