-38.9%
PINS vs WAT
+86.6%
-125.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.4% | +1.7% |
| 7D | -9.4% | +0.7% | -10.1% | -9.5% |
| 30D | -10.2% | +9.0% | -19.2% | -12.2% |
| 3M | -19.0% | +13.5% | -32.5% | -21.8% |
| 6M | -7.4% | +35.3% | -42.7% | -14.8% |
| YTD | -25.7% | +24.0% | -49.7% | -30.9% |
| 1Y | -29.7% | +22.0% | -51.7% | -34.3% |
| All | -38.9% | +86.6% | -125.5% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 3y: compounded portfolio wealth divided by compounded WAT 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…
3y analysis · Full analysis span regression · 6 months rolling