-18.9%
PINS vs WM
+159.4%
-178.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.2% | -7.9% | -7.2% |
| 7D | -0.7% | +4.5% | -5.1% | -2.3% |
| 30D | -1.2% | +16.1% | -17.3% | -6.8% |
| 3M | -15.3% | +8.0% | -23.3% | -17.9% |
| 6M | -11.2% | +8.4% | -19.6% | -14.4% |
| YTD | -23.6% | +11.2% | -34.8% | -27.9% |
| 1Y | -23.1% | +22.3% | -45.5% | -30.7% |
| 3Y | -36.0% | +50.2% | -86.3% | -50.4% |
| 5Y | -57.2% | +63.3% | -120.5% | -69.5% |
| All | -18.9% | +159.4% | -178.3% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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