-63.0%
PINS vs WSM
+189.5%
-252.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.3% |
| 7D | -5.2% | +2.6% | -7.8% | -6.2% |
| 30D | -14.9% | -9.5% | -5.4% | -11.7% |
| 3M | -8.4% | +12.9% | -21.3% | -12.9% |
| 6M | +0.6% | +23.0% | -22.4% | -7.8% |
| YTD | -22.2% | +28.9% | -51.1% | -30.7% |
| 1Y | -46.9% | +13.7% | -60.6% | -50.7% |
| 3Y | -26.9% | +232.6% | -259.5% | -63.8% |
| 5Y | -63.0% | +185.9% | -248.8% | -81.7% |
| All | -63.0% | +189.5% | -252.5% | -81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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