-57.5%
PINS vs WEC
+54.4%
-111.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.9% | -6.7% |
| 7D | -0.7% | +3.2% | -3.9% | -0.2% |
| 30D | -1.2% | +14.7% | -15.9% | +0.9% |
| 3M | -15.3% | +10.2% | -25.5% | -13.9% |
| 6M | -11.2% | +4.5% | -15.6% | -10.4% |
| YTD | -23.6% | +15.1% | -38.7% | -22.2% |
| 1Y | -23.1% | +9.4% | -32.5% | -22.0% |
| 3Y | -36.0% | +56.9% | -93.0% | -34.6% |
| All | -57.5% | +54.4% | -111.9% | -55.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling