-16.4%
PINS vs IWD
+136.5%
-152.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -1.3% |
| 7D | -12.0% | -0.3% | -11.8% | -11.7% |
| 30D | -12.7% | +0.6% | -13.3% | -13.2% |
| 3M | -5.5% | +7.2% | -12.7% | -13.4% |
| 6M | +5.3% | +16.2% | -10.9% | -13.2% |
| YTD | -21.2% | +23.3% | -44.5% | -40.0% |
| 1Y | -45.0% | +29.6% | -74.6% | -60.7% |
| 3Y | -26.2% | +70.5% | -96.7% | -62.7% |
| 5Y | -64.0% | +73.5% | -137.4% | -81.5% |
| All | -16.4% | +136.5% | -152.9% | -69.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling