-59.1%
PINS vs IWD
+72.9%
-132.1%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | -2.4% |
| 7D | -6.2% | +1.3% | -7.4% | -7.7% |
| 30D | -10.9% | +3.6% | -14.5% | -15.2% |
| 3M | -19.5% | +2.3% | -21.8% | -21.9% |
| 6M | -10.4% | +13.0% | -23.4% | -25.0% |
| YTD | -26.4% | +26.2% | -52.6% | -48.4% |
| 1Y | -29.6% | +30.5% | -60.1% | -53.2% |
| 3Y | -39.0% | +86.2% | -125.2% | -77.7% |
| 5Y | -59.1% | +72.9% | -132.0% | -82.9% |
| All | -59.1% | +72.9% | -132.1% | -82.9% |
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