-60.1%
PINS vs WAT
+28.6%
-88.6%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | +1.0% | +0.6% | +0.4% | +0.7% |
| 30D | -12.0% | +5.4% | -17.4% | -13.8% |
| 3M | -17.9% | +11.3% | -29.2% | -21.3% |
| 6M | -1.0% | +37.4% | -38.5% | -12.9% |
| YTD | -26.0% | +21.2% | -47.2% | -32.6% |
| 1Y | -28.5% | +21.3% | -49.8% | -34.9% |
| 3Y | -39.2% | +83.4% | -122.6% | -57.3% |
| All | -60.1% | +28.6% | -88.6% | -67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling