-42.1%
KWEB vs PINS
-64.9%
+22.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.8% | +0.3% |
| 7D | -5.6% | -6.6% | +1.1% | -3.9% |
| 30D | -10.7% | -16.8% | +6.1% | -6.4% |
| 3M | -7.4% | -11.4% | +4.0% | -5.0% |
| 6M | -19.3% | -1.7% | -17.6% | -20.3% |
| YTD | -27.8% | -26.4% | -1.3% | -23.4% |
| 1Y | -35.9% | -45.5% | +9.6% | -26.8% |
| 3Y | -1.9% | -31.7% | +29.8% | -3.4% |
| All | -42.1% | -64.9% | +22.8% | -36.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling