+623.3%
WDC vs PINS
-20.2%
+643.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -16.7% | -6.9% | -9.8% | -15.3% |
| 30D | -27.2% | -11.4% | -15.8% | -25.2% |
| 3M | -34.0% | -22.2% | -11.8% | -30.6% |
| 6M | -39.7% | -10.9% | -28.8% | -39.2% |
| YTD | +68.1% | -26.8% | +94.9% | +74.8% |
| 1Y | +66.3% | -29.8% | +96.1% | +74.7% |
| 3Y | +754.4% | -39.0% | +793.4% | +792.1% |
| 5Y | +595.8% | -58.7% | +654.5% | +633.0% |
| All | +623.3% | -20.2% | +643.5% | +353.0% |
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