+678.4%
WDC vs PINS
-19.5%
+697.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.5% |
| 7D | +16.3% | -3.4% | +19.7% | +17.2% |
| 30D | -18.3% | -14.5% | -3.7% | -15.3% |
| 3M | -31.4% | -16.5% | -14.9% | -29.0% |
| 6M | -36.3% | -7.0% | -29.3% | -36.3% |
| YTD | +80.8% | -26.1% | +107.0% | +87.8% |
| 1Y | +87.7% | -30.0% | +117.7% | +97.4% |
| 3Y | +819.4% | -38.5% | +857.9% | +858.3% |
| 5Y | +583.2% | -58.4% | +641.6% | +619.1% |
| All | +678.4% | -19.5% | +697.9% | +386.7% |
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 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