-22.3%
PINS vs WSM
+933.5%
-955.8%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.8% | -2.4% | -3.5% |
| 7D | -2.1% | +0.5% | -2.6% | -2.2% |
| 30D | -6.6% | +6.0% | -12.6% | -8.7% |
| 3M | -18.7% | +3.2% | -21.9% | -19.8% |
| 6M | -10.4% | +37.1% | -47.5% | -21.5% |
| YTD | -26.8% | +44.2% | -71.0% | -37.9% |
| 1Y | -27.9% | +34.2% | -62.1% | -37.1% |
| 3Y | -38.7% | +249.3% | -287.9% | -68.2% |
| 5Y | -59.0% | +169.3% | -228.3% | -77.3% |
| All | -22.3% | +933.5% | -955.8% | -79.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling