-27.9%
PINS vs WM
+20.0%
-47.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.1% | -2.1% | -4.6% |
| 7D | -2.1% | +1.2% | -3.3% | -1.8% |
| 30D | -6.6% | +13.1% | -19.7% | -3.9% |
| 3M | -18.7% | +3.6% | -22.4% | -18.3% |
| 6M | -10.4% | +8.1% | -18.5% | -8.7% |
| YTD | -26.8% | +8.9% | -35.7% | -25.1% |
| 1Y | -27.9% | +20.3% | -48.2% | -28.0% |
| All | -27.9% | +20.0% | -47.9% | -28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling