-16.4%
PINS vs WPM
+664.5%
-680.9%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -2.0% |
| 7D | -12.0% | +1.1% | -13.1% | -12.2% |
| 30D | -12.7% | +26.4% | -39.0% | -15.4% |
| 3M | -5.5% | +20.8% | -26.3% | -8.2% |
| 6M | +5.3% | +1.1% | +4.2% | +4.4% |
| YTD | -21.2% | +32.5% | -53.7% | -26.0% |
| 1Y | -45.0% | +51.5% | -96.6% | -49.9% |
| 3Y | -26.2% | +267.0% | -293.2% | -45.2% |
| 5Y | -64.0% | +250.1% | -314.1% | -73.6% |
| All | -16.4% | +664.5% | -680.9% | -27.0% |
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 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