+69.6%
IWM vs PINS
-38.3%
+107.9%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | +1.4% | +1.0% | +0.4% | +1.3% |
| 30D | +2.3% | -12.0% | +14.3% | +4.0% |
| 3M | -8.3% | -17.9% | +9.6% | -6.0% |
| 6M | -1.3% | -1.0% | -0.3% | -2.1% |
| YTD | +13.5% | -26.0% | +39.5% | +17.4% |
| 1Y | +18.4% | -28.5% | +46.9% | +23.2% |
| 3Y | +69.6% | -39.2% | +108.8% | +60.8% |
| All | +69.6% | -38.3% | +107.9% | +60.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling