-21.2%
PINS vs WEC
+95.1%
-116.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.4% |
| 7D | -9.4% | -0.5% | -8.8% | -9.3% |
| 30D | -10.2% | +12.0% | -22.2% | -11.7% |
| 3M | -19.0% | +11.1% | -30.1% | -20.3% |
| 6M | -7.4% | +6.0% | -13.3% | -8.3% |
| YTD | -25.7% | +14.3% | -40.0% | -27.8% |
| 1Y | -29.7% | +8.0% | -37.7% | -30.9% |
| 3Y | -38.1% | +62.8% | -101.0% | -45.4% |
| 5Y | -57.3% | +55.3% | -112.6% | -62.7% |
| All | -21.2% | +95.1% | -116.3% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling