+1,106.2%
WDC vs PINS
-23.0%
+1,129.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -9.2% | +10.3% | +3.1% |
| 7D | +7.5% | -13.9% | +21.3% | +10.9% |
| 30D | +10.1% | -25.0% | +35.0% | +16.9% |
| 3M | -6.8% | -16.6% | +9.8% | -4.1% |
| 6M | +84.1% | -7.0% | +91.1% | +83.6% |
| YTD | +180.3% | -29.4% | +209.6% | +194.5% |
| 1Y | +411.1% | -49.9% | +461.0% | +476.0% |
| 3Y | +1,375.0% | -33.6% | +1,408.6% | +1,399.8% |
| 5Y | +991.6% | -66.8% | +1,058.4% | +1,106.8% |
| All | +1,106.2% | -23.0% | +1,129.3% | +663.0% |
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