+142.3%
WMB vs PINS
-25.8%
+168.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.2% |
| 7D | +0.6% | -12.0% | +12.6% | +0.8% |
| 30D | +3.3% | -12.7% | +15.9% | +3.5% |
| 3M | +3.1% | -5.5% | +8.6% | +3.1% |
| 6M | -0.7% | +5.3% | -6.0% | -1.1% |
| YTD | +25.2% | -21.2% | +46.4% | +26.3% |
| 1Y | +32.9% | -45.0% | +77.9% | +36.9% |
| All | +142.3% | -25.8% | +168.1% | +140.8% |
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