-18.9%
PINS vs CDW
+65.2%
-84.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -6.1% | -0.6% | -3.3% |
| 7D | -0.7% | -4.1% | +3.5% | +1.3% |
| 30D | -1.2% | +16.7% | -17.9% | -9.9% |
| 3M | -15.3% | +13.6% | -28.9% | -22.8% |
| 6M | -11.2% | +17.0% | -28.2% | -22.9% |
| YTD | -23.6% | +18.1% | -41.7% | -34.9% |
| 1Y | -23.1% | +10.5% | -33.6% | -31.8% |
| 3Y | -36.0% | -20.9% | -15.1% | -33.9% |
| 5Y | -57.2% | -9.3% | -47.9% | -60.7% |
| All | -18.9% | +65.2% | -84.1% | -56.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling