-13.0%
PINS vs WM
+156.4%
-169.4%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.6% | +3.6% |
| 7D | +1.4% | +5.9% | -4.5% | -0.8% |
| 30D | +5.8% | +15.4% | -9.6% | 0.0% |
| 3M | -17.0% | +6.3% | -23.4% | -19.1% |
| 6M | +1.8% | +5.6% | -3.8% | -0.9% |
| YTD | -18.0% | +9.9% | -28.0% | -22.3% |
| 1Y | -35.5% | +20.8% | -56.3% | -41.5% |
| 3Y | -31.4% | +48.5% | -79.9% | -46.6% |
| 5Y | -51.4% | +60.6% | -112.0% | -65.0% |
| All | -13.0% | +156.4% | -169.4% | -52.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling