-58.4%
PINS vs BBWI
-68.3%
+9.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.4% | +0.3% |
| 7D | -3.4% | -4.5% | +1.1% | -2.1% |
| 30D | -14.5% | +17.1% | -31.6% | -18.6% |
| 3M | -16.5% | +17.5% | -34.0% | -21.0% |
| 6M | -7.0% | +12.8% | -19.8% | -11.9% |
| YTD | -26.1% | +8.2% | -34.3% | -30.8% |
| 1Y | -30.0% | -1.8% | -28.2% | -33.4% |
| 3Y | -38.5% | -25.8% | -12.7% | -41.3% |
| 5Y | -58.4% | -68.0% | +9.6% | -44.5% |
| All | -58.4% | -68.3% | +9.9% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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