-21.9%
PINS vs WPM
+610.0%
-631.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.6% | -5.1% | -0.2% |
| 7D | -6.2% | +20.8% | -27.0% | -8.4% |
| 30D | -10.9% | +3.8% | -14.7% | -11.5% |
| 3M | -19.5% | +7.4% | -26.9% | -20.7% |
| 6M | -10.4% | +4.0% | -14.3% | -11.7% |
| YTD | -26.4% | +23.0% | -49.4% | -30.5% |
| 1Y | -29.6% | +45.9% | -75.6% | -35.7% |
| 3Y | -39.0% | +242.9% | -282.0% | -54.4% |
| 5Y | -59.1% | +259.5% | -318.6% | -70.5% |
| All | -21.9% | +610.0% | -631.9% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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