+278.8%
WMB vs PINS
-64.0%
+342.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.3% | +0.2% |
| 7D | +0.6% | -12.0% | +12.6% | +1.1% |
| 30D | +3.3% | -12.7% | +15.9% | +3.8% |
| 3M | +3.1% | -5.5% | +8.6% | +3.2% |
| 6M | -0.7% | +5.3% | -6.0% | -1.3% |
| YTD | +25.2% | -21.2% | +46.4% | +26.2% |
| 1Y | +32.9% | -45.0% | +77.9% | +36.5% |
| 3Y | +140.6% | -26.2% | +166.8% | +139.3% |
| All | +278.8% | -64.0% | +342.8% | +276.9% |
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