-60.1%
PINS vs WPM
+210.4%
-270.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.4% | +0.2% |
| 7D | +1.0% | -3.6% | +4.6% | +1.2% |
| 30D | -12.0% | +1.4% | -13.4% | -12.2% |
| 3M | -17.9% | -0.2% | -17.7% | -18.2% |
| 6M | -1.0% | -7.3% | +6.3% | -1.0% |
| YTD | -26.0% | +12.3% | -38.4% | -28.7% |
| 1Y | -28.5% | +24.9% | -53.4% | -32.1% |
| 3Y | -39.2% | +210.4% | -249.5% | -52.6% |
| All | -60.1% | +210.4% | -270.4% | -67.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling