-21.9%
PINS vs WU
-40.0%
+18.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | -6.2% | +9.1% | -15.2% | -9.3% |
| 30D | -10.9% | +12.1% | -23.0% | -14.8% |
| 3M | -19.5% | +0.3% | -19.8% | -19.9% |
| 6M | -10.4% | -19.1% | +8.8% | -4.5% |
| YTD | -26.4% | -19.2% | -7.2% | -21.7% |
| 1Y | -29.6% | -15.3% | -14.4% | -26.7% |
| 3Y | -39.0% | -21.3% | -17.7% | -36.4% |
| 5Y | -59.1% | -41.7% | -17.5% | -52.4% |
| All | -21.9% | -40.0% | +18.2% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling