-60.1%
PINS vs IWD
+72.9%
-133.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | -0.2% |
| 7D | +1.0% | +2.3% | -1.3% | -2.3% |
| 30D | -12.0% | +3.6% | -15.6% | -16.3% |
| 3M | -17.9% | +2.2% | -20.0% | -20.1% |
| 6M | -1.0% | +13.0% | -14.0% | -17.0% |
| YTD | -26.0% | +26.5% | -52.5% | -48.3% |
| 1Y | -28.5% | +30.1% | -58.6% | -52.2% |
| 3Y | -39.2% | +84.9% | -124.1% | -77.4% |
| All | -60.1% | +72.9% | -133.0% | -83.4% |
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