-39.2%
PINS vs WPM
+214.5%
-253.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.4% | +0.2% |
| 7D | +1.0% | -3.6% | +4.6% | +1.0% |
| 30D | -12.0% | +1.4% | -13.4% | -12.1% |
| 3M | -17.9% | -0.2% | -17.7% | -18.1% |
| 6M | -1.0% | -7.3% | +6.3% | -1.3% |
| YTD | -26.0% | +12.3% | -38.4% | -27.5% |
| 1Y | -28.5% | +24.9% | -53.4% | -30.3% |
| 3Y | -39.2% | +210.4% | -249.5% | -47.0% |
| All | -39.2% | +214.5% | -253.7% | -47.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling