-22.3%
PINS vs WPM
+572.4%
-594.7%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.9% | -7.1% | -4.6% |
| 7D | -2.1% | +16.9% | -19.0% | -4.0% |
| 30D | -6.6% | +2.0% | -8.6% | -7.0% |
| 3M | -18.7% | +8.9% | -27.7% | -20.1% |
| 6M | -10.4% | +1.6% | -12.0% | -11.5% |
| YTD | -26.8% | +16.5% | -43.3% | -30.4% |
| 1Y | -27.9% | +42.2% | -70.1% | -33.9% |
| 3Y | -38.7% | +213.3% | -252.0% | -53.5% |
| 5Y | -59.0% | +249.9% | -308.9% | -70.4% |
| All | -22.3% | +572.4% | -594.7% | -31.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling