+180.3%
WMB vs PINS
-58.9%
+239.2%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | -0.1% |
| 7D | -13.8% | -2.1% | -11.7% | -13.8% |
| 30D | -10.3% | -6.6% | -3.7% | -10.2% |
| 3M | -10.1% | -18.7% | +8.7% | -9.5% |
| 6M | -11.8% | -10.4% | -1.4% | -11.8% |
| YTD | +8.9% | -26.8% | +35.7% | +10.0% |
| 1Y | +14.0% | -27.9% | +41.8% | +15.2% |
| 3Y | +100.5% | -38.7% | +139.2% | +101.3% |
| All | +180.3% | -58.9% | +239.2% | +182.1% |
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