+42.1%
WELL vs PINS
-47.0%
+89.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.7% | +0.4% |
| 7D | -1.3% | -5.2% | +3.9% | -1.7% |
| 30D | +0.5% | -14.9% | +15.5% | -0.7% |
| 3M | +19.1% | -8.4% | +27.5% | +18.3% |
| 6M | +17.0% | +0.6% | +16.3% | +17.2% |
| YTD | +29.2% | -22.2% | +51.4% | +30.2% |
| 1Y | +42.1% | -46.9% | +89.1% | +45.3% |
| All | +42.1% | -47.0% | +89.1% | +45.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling