+212.9%
WELL vs PINS
-64.0%
+276.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -2.0% |
| 7D | -0.8% | -12.0% | +11.2% | -0.3% |
| 30D | -0.1% | -12.7% | +12.6% | +0.5% |
| 3M | +18.0% | -5.5% | +23.5% | +18.1% |
| 6M | +15.0% | +5.3% | +9.7% | +14.2% |
| YTD | +28.6% | -21.2% | +49.8% | +29.8% |
| 1Y | +42.9% | -45.0% | +88.0% | +47.2% |
| 3Y | +203.0% | -26.2% | +229.2% | +199.5% |
| All | +212.9% | -64.0% | +276.9% | +213.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling