+772.0%
WDC vs PINS
-39.6%
+811.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.5% | +9.3% | +9.8% |
| 7D | -14.4% | -6.2% | -8.3% | -13.3% |
| 30D | -27.1% | -10.9% | -16.1% | -25.5% |
| 3M | -33.3% | -19.5% | -13.7% | -30.9% |
| 6M | -39.6% | -10.4% | -29.2% | -39.1% |
| YTD | +68.4% | -26.4% | +94.8% | +76.3% |
| 1Y | +78.2% | -29.6% | +107.8% | +88.6% |
| 3Y | +772.0% | -39.0% | +811.0% | +758.2% |
| All | +772.0% | -39.6% | +811.6% | +758.2% |
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