-22.3%
PINS vs IWD
+142.0%
-164.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -6.9% | +1.6% | -8.5% | -8.6% |
| 30D | -11.4% | +3.6% | -15.0% | -15.1% |
| 3M | -22.2% | +2.0% | -24.3% | -23.9% |
| 6M | -10.9% | +13.1% | -24.0% | -23.5% |
| YTD | -26.8% | +26.2% | -53.0% | -45.7% |
| 1Y | -29.8% | +29.6% | -59.4% | -49.7% |
| 3Y | -39.0% | +84.3% | -123.3% | -72.0% |
| 5Y | -58.7% | +73.4% | -132.1% | -78.8% |
| All | -22.3% | +142.0% | -164.4% | -72.3% |
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