-59.3%
PINS vs IWD
+68.9%
-128.2%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -3.7% |
| 7D | -2.1% | -0.5% | -1.6% | -1.2% |
| 30D | -6.6% | +2.7% | -9.3% | -9.9% |
| 3M | -18.7% | +0.9% | -19.6% | -19.4% |
| 6M | -10.4% | +10.5% | -20.9% | -22.5% |
| YTD | -26.8% | +23.7% | -50.5% | -47.1% |
| 1Y | -27.9% | +28.7% | -56.6% | -51.0% |
| 3Y | -38.7% | +79.7% | -118.4% | -76.2% |
| All | -59.3% | +68.9% | -128.2% | -82.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling