-39.3%
KWEB vs PINS
-19.8%
-19.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.8% | +0.3% |
| 7D | -5.6% | -6.6% | +1.1% | -4.1% |
| 30D | -10.7% | -16.8% | +6.1% | -6.8% |
| 3M | -7.4% | -11.4% | +4.0% | -5.2% |
| 6M | -19.3% | -1.7% | -17.6% | -20.1% |
| YTD | -27.8% | -26.4% | -1.3% | -24.0% |
| 1Y | -35.9% | -45.5% | +9.6% | -28.1% |
| 3Y | -1.9% | -31.7% | +29.8% | -1.7% |
| 5Y | -43.2% | -64.9% | +21.7% | -38.6% |
| All | -39.3% | -19.8% | -19.6% | -50.5% |
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