-21.2%
PINS vs IWD
+143.1%
-164.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.0% | +0.9% |
| 7D | -9.4% | -0.6% | -8.8% | -8.6% |
| 30D | -10.2% | +3.6% | -13.8% | -14.0% |
| 3M | -19.0% | +2.7% | -21.7% | -21.4% |
| 6M | -7.4% | +13.2% | -20.6% | -20.6% |
| YTD | -25.7% | +26.8% | -52.5% | -45.2% |
| 1Y | -29.7% | +29.3% | -59.0% | -49.4% |
| 3Y | -38.1% | +85.1% | -123.2% | -71.7% |
| 5Y | -57.3% | +74.2% | -131.5% | -78.3% |
| All | -21.2% | +143.1% | -164.3% | -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