-9.7%
WBD vs PINS
-13.4%
+3.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.8% | +0.1% |
| 7D | -0.1% | -7.7% | +7.6% | +1.6% |
| 30D | -0.9% | +16.7% | -17.6% | -4.3% |
| 3M | -3.2% | +10.9% | -14.1% | -6.3% |
| 6M | +22.6% | -24.7% | +47.3% | +28.5% |
| YTD | -5.6% | -20.6% | +15.0% | -2.1% |
| 1Y | +194.7% | -37.4% | +232.1% | +218.2% |
| 3Y | +117.4% | -3.9% | +121.4% | +110.5% |
| 5Y | -23.9% | -64.0% | +40.1% | -20.1% |
| All | -9.7% | -13.4% | +3.7% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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