-63.4%
PINS vs CDW
-19.1%
-44.3%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -1.7% |
| 7D | -12.0% | +3.2% | -15.2% | -13.5% |
| 30D | -12.7% | +9.3% | -22.0% | -17.1% |
| 3M | -5.5% | +9.8% | -15.3% | -11.0% |
| 6M | +5.3% | +23.3% | -18.1% | -9.0% |
| YTD | -21.2% | +13.7% | -34.9% | -29.2% |
| 1Y | -45.0% | -6.5% | -38.6% | -44.9% |
| 3Y | -26.2% | -25.2% | -1.0% | -21.4% |
| All | -63.4% | -19.1% | -44.3% | -66.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling