-57.3%
PINS vs WM
+60.7%
-118.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +1.4% |
| 7D | -9.4% | +0.8% | -10.1% | -9.4% |
| 30D | -10.2% | +13.8% | -24.0% | -11.0% |
| 3M | -19.0% | +6.4% | -25.4% | -19.4% |
| 6M | -7.4% | +13.2% | -20.6% | -8.2% |
| YTD | -25.7% | +10.8% | -36.5% | -26.6% |
| 1Y | -29.7% | +20.2% | -49.9% | -31.4% |
| 3Y | -38.1% | +46.5% | -84.6% | -43.4% |
| 5Y | -57.3% | +61.3% | -118.5% | -65.3% |
| All | -57.3% | +60.7% | -118.0% | -65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling