+1,330.5%
WDC vs PINS
-25.5%
+1,356.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.2% | +8.0% | +6.2% |
| 7D | +1.7% | -12.0% | +13.8% | +3.8% |
| 30D | -10.0% | -12.7% | +2.7% | -8.1% |
| 3M | -18.8% | -5.5% | -13.2% | -18.5% |
| 6M | +79.0% | +5.3% | +73.8% | +74.8% |
| YTD | +171.6% | -21.2% | +192.8% | +180.2% |
| 1Y | +417.4% | -45.0% | +462.4% | +476.9% |
| All | +1,330.5% | -25.5% | +1,356.1% | +1,397.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling