+261.7%
WMB vs PINS
-19.0%
+280.7%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +2.0% |
| 7D | +1.6% | -9.4% | +10.9% | +2.5% |
| 30D | -7.1% | -10.2% | +3.1% | -6.3% |
| 3M | -4.0% | -19.0% | +15.0% | -2.4% |
| 6M | -5.7% | -7.4% | +1.6% | -5.9% |
| YTD | +17.2% | -25.7% | +42.9% | +19.0% |
| 1Y | +17.2% | -29.7% | +46.9% | +19.8% |
| 3Y | +121.1% | -38.1% | +159.2% | +122.7% |
| 5Y | +197.2% | -57.3% | +254.5% | +203.4% |
| All | +261.7% | -19.0% | +280.7% | +136.7% |
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 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