+209.9%
WELL vs PINS
-39.6%
+249.5%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.4% | +1.0% |
| 7D | +3.5% | -6.2% | +9.6% | +3.4% |
| 30D | +9.7% | -10.9% | +20.6% | +9.5% |
| 3M | +4.8% | -19.5% | +24.3% | +4.5% |
| 6M | +16.1% | -10.4% | +26.5% | +16.0% |
| YTD | +34.7% | -26.4% | +61.1% | +35.4% |
| 1Y | +31.9% | -29.6% | +61.6% | +32.7% |
| 3Y | +209.9% | -39.0% | +248.9% | +200.8% |
| All | +209.9% | -39.6% | +249.5% | +200.8% |
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