-22.3%
PINS vs WEC
+92.5%
-114.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.1% | -2.1% | -3.9% |
| 7D | -2.1% | -0.2% | -1.9% | -2.0% |
| 30D | -6.6% | +12.3% | -18.9% | -8.2% |
| 3M | -18.7% | +8.3% | -27.0% | -19.7% |
| 6M | -10.4% | +3.5% | -13.9% | -11.0% |
| YTD | -26.8% | +12.7% | -39.5% | -28.7% |
| 1Y | -27.9% | +8.2% | -36.0% | -29.2% |
| 3Y | -38.7% | +55.9% | -94.6% | -45.4% |
| 5Y | -59.0% | +51.2% | -110.2% | -64.0% |
| All | -22.3% | +92.5% | -114.7% | +0.5% |
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