-57.3%
PINS vs CDW
-1.8%
-55.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.2% | -0.7% | +0.4% |
| 7D | -9.4% | +2.6% | -11.9% | -10.5% |
| 30D | -10.2% | +20.4% | -30.6% | -18.3% |
| 3M | -19.0% | +28.5% | -47.5% | -29.5% |
| 6M | -7.4% | +70.6% | -78.0% | -31.4% |
| YTD | -25.7% | +29.1% | -54.8% | -37.7% |
| 1Y | -29.7% | +23.8% | -53.5% | -39.6% |
| 3Y | -38.1% | -14.5% | -23.6% | -39.0% |
| 5Y | -57.3% | -1.6% | -55.7% | -67.0% |
| All | -57.3% | -1.8% | -55.5% | -67.0% |
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