-57.2%
PINS vs IWD
+70.2%
-127.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.6% | -4.1% | -2.9% |
| 7D | -0.7% | -0.9% | +0.3% | +0.9% |
| 30D | -1.2% | +2.6% | -3.8% | -4.7% |
| 3M | -15.3% | +1.2% | -16.5% | -16.4% |
| 6M | -11.2% | +12.1% | -23.3% | -24.9% |
| YTD | -23.6% | +24.1% | -47.7% | -45.1% |
| 1Y | -23.1% | +28.5% | -51.6% | -47.7% |
| 3Y | -36.0% | +79.5% | -115.5% | -75.1% |
| 5Y | -57.2% | +70.3% | -127.5% | -81.7% |
| All | -57.2% | +70.2% | -127.4% | -81.7% |
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