-29.4%
PINS vs IWD
+29.9%
-59.3%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | -1.0% |
| 7D | -6.2% | +1.3% | -7.4% | -6.8% |
| 30D | -10.9% | +3.6% | -14.5% | -12.7% |
| 3M | -19.5% | +2.3% | -21.8% | -20.5% |
| 6M | -10.4% | +13.0% | -23.4% | -14.1% |
| YTD | -26.4% | +26.2% | -52.6% | -35.7% |
| All | -29.4% | +29.9% | -59.3% | -40.5% |
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