-22.3%
PINS vs CDW
+63.7%
-86.0%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.9% | -3.3% | -3.7% |
| 7D | -2.1% | +2.1% | -4.2% | -3.5% |
| 30D | -6.6% | +14.7% | -21.4% | -14.0% |
| 3M | -18.7% | +11.1% | -29.8% | -25.0% |
| 6M | -10.4% | +45.6% | -56.0% | -30.8% |
| YTD | -26.8% | +17.1% | -43.9% | -37.3% |
| 1Y | -27.9% | +13.2% | -41.0% | -36.9% |
| 3Y | -38.7% | -22.2% | -16.5% | -35.9% |
| 5Y | -59.0% | -10.1% | -48.9% | -62.2% |
| All | -22.3% | +63.7% | -86.0% | -57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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