+7.0%
WMT vs PINS
-45.1%
+52.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -1.3% |
| 7D | +3.9% | -12.0% | +16.0% | +3.5% |
| 30D | -4.4% | -12.7% | +8.3% | -4.8% |
| 3M | -8.8% | -5.5% | -3.3% | -8.9% |
| 6M | -15.6% | +5.3% | -20.9% | -15.2% |
| YTD | -3.2% | -21.2% | +18.0% | -1.3% |
| 1Y | +7.0% | -45.0% | +52.1% | +11.1% |
| All | +7.0% | -45.1% | +52.1% | +11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling