+302.2%
WELL vs PINS
-20.9%
+323.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.8% | -0.4% |
| 7D | -2.2% | -9.9% | +7.7% | -1.0% |
| 30D | +4.7% | -20.9% | +25.6% | +7.6% |
| 3M | +11.9% | -13.7% | +25.7% | +13.4% |
| 6M | +14.3% | -3.0% | +17.3% | +13.5% |
| YTD | +28.4% | -27.5% | +55.8% | +31.8% |
| 1Y | +42.3% | -46.8% | +89.1% | +51.6% |
| 3Y | +202.6% | -31.8% | +234.4% | +198.6% |
| 5Y | +206.5% | -65.4% | +271.9% | +225.7% |
| All | +302.2% | -20.9% | +323.1% | +130.6% |
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