-35.5%
PINS vs IWD
+33.0%
-68.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.6% | +1.6% | +2.7% |
| 7D | +1.4% | +2.5% | -1.1% | 0.0% |
| 30D | +5.8% | +6.0% | -0.2% | +2.6% |
| 3M | -17.0% | +3.8% | -20.8% | -18.6% |
| 6M | +1.8% | +16.3% | -14.6% | -2.3% |
| YTD | -18.0% | +27.5% | -45.5% | -25.1% |
| 1Y | -35.5% | +32.8% | -68.3% | -42.4% |
| All | -35.5% | +33.0% | -68.6% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling