-60.1%
PINS vs BWA
+27.4%
-87.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | +1.0% | +4.3% | -3.3% | -0.5% |
| 30D | -12.0% | -13.0% | +1.0% | -7.8% |
| 3M | -17.9% | -24.8% | +6.9% | -10.0% |
| 6M | -1.0% | -23.5% | +22.5% | +6.3% |
| YTD | -26.0% | +13.8% | -39.9% | -35.7% |
| 1Y | -28.5% | +13.4% | -41.9% | -37.9% |
| 3Y | -39.2% | +62.8% | -101.9% | -58.8% |
| All | -60.1% | +27.4% | -87.5% | -74.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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