-21.6%
PINS vs IWD
+142.1%
-163.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.1% |
| 7D | -3.4% | +1.7% | -5.1% | -5.4% |
| 30D | -14.5% | +3.2% | -17.8% | -17.7% |
| 3M | -16.5% | +2.3% | -18.8% | -18.6% |
| 6M | -7.0% | +12.9% | -19.9% | -20.0% |
| YTD | -26.1% | +26.2% | -52.4% | -45.3% |
| 1Y | -30.0% | +28.3% | -58.3% | -49.2% |
| 3Y | -38.5% | +84.4% | -122.8% | -71.8% |
| 5Y | -58.4% | +73.0% | -131.4% | -78.6% |
| All | -21.6% | +142.1% | -163.7% | -72.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling