+4.2%
WBD vs PINS
-66.4%
+70.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.2% | +8.5% | +1.7% |
| 7D | -1.7% | -13.9% | +12.2% | +2.2% |
| 30D | +3.9% | -25.0% | +28.9% | +11.9% |
| 3M | +5.1% | -16.6% | +21.7% | +9.1% |
| 6M | +0.6% | -7.0% | +7.5% | +0.4% |
| YTD | -3.2% | -29.4% | +26.2% | +3.6% |
| 1Y | +127.7% | -49.9% | +177.6% | +166.0% |
| 3Y | +146.6% | -33.6% | +180.2% | +153.9% |
| 5Y | +4.2% | -66.8% | +71.0% | +9.7% |
| All | +4.2% | -66.4% | +70.6% | +9.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling